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Wealth Relationship Manager - SAFE ACT - Norwalk at Citi - ApplyBlast

Wealth Relationship Manager - SAFE ACT - Norwalk

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 analyst role within Citigroup's Private Client Coverage division focused on wealth relationship management and financial planning for affluent clients. The position involves applying specialized knowledge to develop new techniques, integrate subject matter expertise, and coordinate objectives for high-net-worth segments while ensuring strict regulatory compliance.

Responsibilities

Identify and deepen relationships with affluent and high-net-worth clients
Anticipate complex financial needs and offer tailored solutions
Ensure strict adherence to KYC, AML, and regulatory compliance norms
Organize client events to enhance client bonding and portfolio growth
Partner with branch team roles to ensure positive in-branch experiences

Skills

Qualifications

BS or equivalent Bachelor's degreeFINRA SIE RegistrationFINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 Registration

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.