Wealth Relationship Manager - Miami Center Hub (Multilingual Skills Required)
Citi(1 month ago)
About this role
Senior analyst role within Wealth Relationship Management (Branch) serving the affluent and high-net-worth segment as part of Citi’s Private Client Coverage. The position integrates subject-matter and industry expertise across Financial Planning Services and coordinates with branch and product teams. Based in Miami, the role requires adherence to regulatory and registration requirements under FINRA and the SAFE Act.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Investment Strategies
- KYC
- AML
- Compliance
- Communication
- Analytical Skills
- MS Office
Qualifications
- Bachelor's Degree
- SIE
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Insurance Group 1
- NMLS (Mortgage Loan Originator)
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.
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