Citi

Wealth Relationship Manager - SAFE ACT - New Canaan

Citi

11 days ago
New Canaan, Connecticut
Onsite
Full Time
Senior
0 applicants
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Citi
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About this role

A Wealth Relationship Management Senior Analyst at Citigroup focuses on building and deepening relationships with affluent and high net worth clients. The role involves identifying client needs, offering tailored financial solutions, and maintaining strong client engagement through regular meetings and events.

Skills

Qualifications

Bachelor's/University degree or equivalent experienceFINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66 or equivalentInsurance Group 1Mortgage Loan Originator Registration
Citi

About Citi

citi.com

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.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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