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Branch to Wealth Relationship Manager Program SAFE Act at Citi - ApplyBlast

Branch to Wealth Relationship Manager Program SAFE Act

Citi

3 days ago

3.6 on Glassdoor

Hastings-on-Hudson, New York, United States

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves building and deepening relationships with affluent and high net worth clients to provide holistic financial solutions and increase wallet share. The position requires anticipating complex client needs, offering tailored products and services, and proactively sourcing new business opportunities. The individual will manage client follow-ups, ensure regulatory compliance, and collaborate with branch teams to deliver a positive client experience.

Responsibilities

Build and deepen relationships with affluent and High Net Worth clients
Provide holistic financial solutions through product specialists and tools
Ensure strict adherence to KYC/AML and regulatory compliance norms

Skills

Qualifications

Bachelor's/University degree or equivalent experienceUS FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66Insurance Group 1Mortgage loan originator registration with the Nationwide Mortgage Licensing System and Registry

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.