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Citigold Wealth Relationship Manager - Smithtown

Job Req ID 21343365 Primary Location Commack, New York Job Category Private Client Coverage
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Relationship Managers attract, deepen and manage financial relationships with affluent clients. With access to sophisticated products and tools, s/he will utilize a team-based approach to provide holistic solutions to complex financial needs. The Relationship manager will provide a differentiated customer experience that supports our Citigold value proposition, while adhering to the professional and ethical standards set forth by Citi, FINRA, and other regulatory bodies.

  • Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through the use of financial planning and excellent discovery and profiling skills.
  • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling and suitability assessments.
  • Recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions while working with product and other specialists.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
  • Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
  • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisors, Small Business Partners, Commercial Banking Relationship Manager, etc)
  • Partner with all roles on branch team to ensure all clients have a positive in-branch experience
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures

Qualifications - External:

  • 7+ years financial services experience in banking and brokerage
  • 3+ years sales/service experience to high net worth clients
  • Demonstrated knowledge of sophisticated financial services/tools appropriate for affluent market
  • Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
  • Group 1 Insurance license Life and Health
  • Strong financial and business acumen
  • Strategic planning skills and proven ability to develop successful sales plans
  • Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals
  • Ability to build and leverage strategic working relationships both externally and internally
  • High impact communication skills to effectively engage affluent consumers
  • Superior service skills/"client first" approach resulting in strong customer loyalty
  • Excellent problem solving and decision making skills
  • Team orientation with strong collaboration skills
  • Demonstrated adaptability, flexibility, and willingness to work in a changing environment
  • Excellent attention to detail
  • Strong integrity and professionalism

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.


Bachelor Degree


Job Family Group:

Private Client Coverage


Job Family:

Relationship Banker


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

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View the EEO Policy Statement.

View the Pay Transparency Posting

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