Wealth Relationship Manager SAFE Act
Citi(1 month ago)
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.
Required Skills
- Financial Planning
- Relationship Management
- Client Acquisition
- Client Profiling
- Investment Strategies
- Compliance
- KYC/AML
- Risk Assessment
- Communication
- Microsoft Excel
+1 more
Qualifications
- Bachelor's Degree
- SIE
- Series 6
- Series 63
- Series 65
- Series 7
- Series 66
- Insurance Group 1
- NMLS Mortgage Loan Originator
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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