Wealth Relationship Manager SAFE Act
Citi(1 month ago)
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.
Required Skills
- Relationship Building
- Financial Planning
- Client Acquisition
- Investment Advice
- Portfolio Management
- Compliance
- KYC/AML
- Communication
- Financial Analysis
- Microsoft Office
Qualifications
- Bachelor's Degree
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Series 63
- Series 65
- Group 1 Insurance
- Mortgage Loan Originator Registration (NMLS)
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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