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Wealth Relationship Manager - Boca Pointe at Citi - ApplyBlast

Wealth Relationship Manager - Boca Pointe

Citi

4 months ago

3.6 on Glassdoor

Boca Raton, Florida

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Management Senior Analyst SAFE Act is a seasoned professional role responsible for identifying and deepening relationships with affluent and High Net Worth clients to provide holistic financial solutions. This position involves anticipating complex financial needs, organizing client events, and managing compliance protocols including KYC/AML and mortgage loan originator registration. The analyst acts as a self-starter who coaches new recruits and influences team decisions to drive portfolio growth while adhering to strict regulatory standards.

Responsibilities

Identify and deepen relationships with affluent and High Net Worth clients
Anticipate complex financial needs and offer diversified product solutions
Provide regular high-touch face-to-face engagement and client events
Ensure strict adherence to KYC/AML and regulatory compliance norms
Coach new recruits and maintain professional FINRA registrations

Skills

Qualifications

Bachelor's/University degreeSeries SIE, 6, 63, and 65 RegistrationSeries 7 and 66 RegistrationMortgage Loan Originator RegistrationInsurance Group 1 Requirement

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.