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Wealth Relationship Manager - Lakeland at Citi - ApplyBlast

Wealth Relationship Manager - Lakeland

Citi

4 months ago

3.6 on Glassdoor

United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role focused on identifying and deepening relationships with affluent and High Net Worth clients to drive wallet share. This position requires anticipating complex financial needs, providing holistic solutions through a wide range of products, and ensuring strict adherence to regulatory and compliance norms such as KYC/AML. Candidates must possess strong analytical skills, various FINRA registrations, and the ability to coordinate with branch teams to deliver positive client experiences.

Responsibilities

Identify and deepen relationships with affluent and High Net Worth clients
Anticipate complex financial needs and offer holistic investment solutions
Ensure strict adherence to KYC/AML and Regulatory Compliance norms
Proactively source and acquire high value customer relationships
Partner with branch team roles to ensure positive client experiences

Skills

Qualifications

Bachelor's DegreeSeries 7 LicenseSeries 6 LicenseSeries 63 LicenseSeries 65 License

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.