Wealth Relationship Manager SAFE Act - DC Area
Citi(12 days ago)
About this role
The Wealth Relationship Manager SAFE Act is a professional role focused on building and deepening client relationships within the affluent and High Net Worth segment. It involves providing holistic financial solutions and maintaining regulatory compliance, with a strong emphasis on client engagement and advice. The position requires in-depth industry knowledge, strong communication skills, and the ability to work independently and collaboratively.
Required Skills
- financial Planning
- Relationship Management
- Client Engagement
- Regulatory Compliance
- Financial Analysis
- Investment Strategies
- Financial Software
- Communication Skills
- KYC/AML
- Sales
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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