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Wealth Relationship Manager - Pruneridge at Citi - ApplyBlast

Wealth Relationship Manager - Pruneridge

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 Wealth Relationship Management Analyst focuses on building deep relationships with affluent and High Net Worth clients to provide holistic financial planning solutions. The role involves identifying client needs for banking, credit, and investment products while ensuring strict adherence to regulatory compliance and anti-money laundering norms. Candidates will coach new recruits and influence branch-wide decisions to drive portfolio growth and enhance the overall client experience.

Responsibilities

Identify and deepen relationships with affluent clients to increase wallet share
Anticipate complex financial needs and offer holistic banking solutions
Ensure strict adherence to KYC, AML, and regulatory compliance norms
Coach and train new recruits within the branch team
Master referral opportunities to grow the client portfolio

Skills

Qualifications

Bachelor's DegreeSIE RegistrationSeries 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.