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Wealth Relationship Manager SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act

Citi

9 months ago

3.6 on Glassdoor

Santa Clara, CA

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Management (Branch) SAFE Act role is a seasoned private client coverage position focused on serving affluent and high-net-worth clients through tailored financial planning and relationship management. The role integrates expertise across banking, credit and investment services within a branch environment and emphasizes client-facing engagement and relationship growth. It requires adherence to regulatory and compliance standards and coordination with product specialists and segment partners.

Skills

Qualifications

Bachelor's DegreeSIESeries 6Series 63Series 65

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.