Citi Wealth - Wealth Relationship Manager - Manhattan
Citi(28 days ago)
About this role
A Senior Wealth Relationship Management (Branch) Analyst focused on serving affluent and high-net-worth clients within Citi’s Private Client Coverage. The role leverages deep subject-matter knowledge to support financial planning services, drive client acquisition and wallet share, and contribute to process and workflow improvements. The position influences branch performance through client relationship management and coordination with product specialists and segment partners.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Wealth Management
- KYC/AML
- Compliance
- Risk Assessment
- Referrals
- Event Planning
- Financial Analysis
+2 more
Qualifications
- Bachelor's Degree
- SIE
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Insurance Group 1
- Mortgage Loan Originator (SAFE Act) / NMLS Registration
About Citi
citi.comCitibank 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.
View more jobs at Citi →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Citi
Similar Jobs
WB Branch Relationship Manager
UOB(1 month ago)
Wealth Relationship Manager
AFFIN Group(5 months ago)
Wealth Relationship Manager
AFFIN Group(8 months ago)
Lead Relationship Manager, Wealth Management
Northern Trust(1 month ago)
AVP-VP, Privilege Banking lnternational - Client Advisor
UOB(1 month ago)
WB Branch Relationship Manager
UOB(1 month ago)