Territory Manager managing small business sales for Hartford in the Los Angeles area. Building relationships with agents/producers and exceeding financial objectives in assigned territory.
About the role
- Wealth Relationship Manager at Citi building and deepening client relationships for wealth management needs. Engaging affluent clients and offering tailored financial solutions with compliance adherence and teamwork.
Responsibilities
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with 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.
- With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
- 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 Advisor, Small Business Partners, Relationship Manager, etc.)
- Organize client events to enhance client bonding.
- Acquire new clients through converting referral leads
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure that KYC/AML and other compliance norms are strictly adhered .
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Requirements
- 5-8 years of experience
- Strong analytical and financial skills
- Strong verbal and written communication skills
- Organized with strong attention to details
- Knowledge of Microsoft Office (Excel, Outlook, and Word)
- Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
- Basic understanding of investment and financial planning strategies preferred
- Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
- Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
- Insurance Group 1 required
- Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Onboarding Account Manager focusing on digital advertising ecosystems for high - achieving clients in the DACH region. Leading integration and campaign management with cultural intelligence and technical expertise.
German Speaking Onboarding Account Manager in Spain for Eco Plus Solutions AB. Focused on digital marketing ads and client success in innovative environments.
Onboarding Account Manager responsible for leading digital advertising solutions for German market. Transforming technical specifications into revenue growth and brand advocacy in high - stakes settings.
Account Manager for Gordian managing construction data and software training for clients. Travel to various locations for project management and contractor training.
Sales Manager for Drywall products in the Mainz/Wiesbaden region, focusing on customer acquisition and long - term relationships. Join a global building materials manufacturer with a commitment to sustainability.
Key Customer Manager leading delivery of Customer Solutions for priority customers in energy sector. Engage, advise, and innovate to meet sustainability and decarbonisation goals.
Account Manager at Incard managing business customer relationships in fintech sector. Ensuring customer satisfaction and retention through proactive engagement and strategic account management.
Own and grow a portfolio of strategic accounts in a fast - expanding segment. Secure renewals, prevent churn, drive upsell/cross - sell, and represent clients internally to shape the product roadmap.
Sales Account Manager responsible for coordinating and developing EPC account management for the power industry. Reporting to the Sales Manager, achieving sales quotas through collaboration with customers and teams.