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Wealth Relationship Manager - Hanford at Citi - ApplyBlast

Wealth Relationship Manager - Hanford

Citi

4 months ago

3.6 on Glassdoor

United States

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Analyst in the Wealth Relationship Management department focuses on building deep relationships with High Net Worth and affluent clients to drive wallet share and portfolio growth. This role requires anticipating complex financial needs by integrating banking, credit, and investment strategies to provide holistic solutions through high-touch, face-to-face engagement. The position involves acquiring new clients via referrals, organizing events, and ensuring strict adherence to regulatory compliance norms like KYC/AML and SAFE Act requirements.

Responsibilities

Build and deepen relationships with affluent and High Net Worth clients
Anticipate complex financial needs to offer holistic product solutions
Acquire new clients through converting referral leads
Ensure strict adherence to KYC/AML and Regulatory compliance norms
Organize client events to enhance bonding and portfolio growth

Skills

Qualifications

BS DegreeSIESeries 6Series 63Series 65

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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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.