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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

Fremont, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Relationship Advisor (SAFE Act) at Citi is a seasoned client-facing wealth management professional within Private Client Coverage/Financial Planning Services who delivers financial planning and investment solutions to retail and PWM clients. The role integrates subject-matter expertise across branch and segment partners, contributes to process improvements, and supports business objectives while ensuring regulatory compliance. It typically requires several years of experience and specific industry registrations.

Skills

Qualifications

Bachelor's DegreeSecurities Industry Essentials (SIE)Series 7Series 66Series 63

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.