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Wealth Relationship Manager SAFE Act - SOLANA BEACH at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act - SOLANA BEACH

Citi

4 months ago

3.6 on Glassdoor

United States of America

Onsite

Full Time

Senior

0 applicants

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About this role

A seasoned Wealth Relationship Manager drives financial growth and client satisfaction for affluent and High Net Worth segments by leveraging deep disciplinary knowledge and analytical skills. The role involves building strategic relationships, providing holistic financial solutions, and ensuring strict adherence to regulatory compliance and safety standards like the SAFE Act. Candidates must coordinate cross-functional efforts to influence business decisions and mentor team members while managing complex, variable client needs.

Responsibilities

Identify and build deep relationships with affluent client segments
Anticipate complex financial needs and offer tailored product solutions
Ensure strict adherence to KYC, AML, and compliance regulations
Proactively source and expand high-value customer relationships
Coordinate with specialists to provide holistic banking and investment solutions

Skills

Qualifications

BS in Finance or related fieldSIE RegistrationSeries 6 LicenseSeries 63 LicenseSeries 65 License

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

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.