Citi Private Client Relationship Manager WestchesterConnecticut Job in Westchester, New York US
- 10+ years in financial services with a strong knowledge of investments, banking and credit products
-A strong understanding and experience with commercial banking relationships and experience interacting with high-net worth clients and influencing their decision making
- Securities Licensed: Series 7, 63/65 or 66, Life and Health required - with 60 days to obtain Life and Health, 65 or 66
- Demonstrated knowledge of sophisticated financial services and products appropriate for high net worth clients
- Ability to establish relationships and partner effectively with other departments or businesses within Citi including sales, service, operations and compliance.
- Driven to resolve client issues to provide the highest levels of client satisfaction
- Demonstrated ability to successfully deepen and retain customer relationships
- Attain personal satisfaction by contributing to the achievement of client's personal financial goals
- College degree (or equivalent work experience) required, Masters preferred
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.