Wealth Relationship Manager SAFE Act
Citi(1 month ago)
California, Mountain View, CA, United StatesOnsiteFull TimeSenior$88,400 - $132,600Financial Planning Services
Apply NowAbout this role
The Wealth Relationship Management (Branch) SAFE Act role is a seasoned professional position within Private Client Coverage focused on financial planning services for affluent and high-net-worth clients. The role leverages deep disciplinary and industry knowledge to support the branch function, improve processes, and influence outcomes across the sub-function.
Required Skills
- Relationship Management
- Financial Planning
- Client Acquisition
- Wealth Management
- Compliance
- KYC/AML
- Financial Analysis
- Referral Management
- Communication
- Microsoft Office
+1 more
Qualifications
- Bachelor's Degree
- SIE
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Insurance Group 1
- NMLS Registration
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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