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Wealth Relationship Manager SAFE Act - TEMPLE CITY at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act - TEMPLE CITY

Citi

5 months ago

3.6 on Glassdoor

United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Manager SAFE Act serves as a seasoned professional in Financial Planning Services, deepening relationships with affluent clients to drive wallet share and portfolio growth. This role involves anticipating complex financial needs, providing holistic solutions across banking, credit, and investment, and adhering strictly to regulatory compliance norms. Candidates will leverage analytical and communication skills to coach new recruits, organize client events, and partner with branch teams to ensure positive experiences.

Responsibilities

Identify and deepen relationships with affluent and High Net Worth segments
Anticipate complex financial needs and offer holistic product solutions
Ensure strict adherence to KYC, AML, and other regulatory compliance norms
Coach and train new recruits while assuming informal leadership roles
Organize client events to enhance bonding and drive portfolio growth

Skills

Qualifications

Bachelor's degreeFINRA SIEFINRA Series 6FINRA Series 63FINRA Series 65

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.