Wealth Relationship Manager SAFE Act
Citi(26 days ago)
About this role
A Wealth Relationship Management (Branch) Senior Analyst (SAFE Act) is a seasoned banking professional within Private Client Coverage who integrates subject-matter and industry expertise to support Financial Planning Services. The role influences branch performance and process improvements, provides subject-matter advice across the function, and regularly assumes informal/formal leadership and coaching responsibilities. It requires strong analytical judgment to evaluate moderately complex issues and drive outcomes aligned with business objectives.
Required Skills
- Financial Planning
- Relationship Management
- Client Acquisition
- Client Profiling
- Communication
- Compliance
- KYC
- AML
- Mortgage Origination
- Financial Analysis
+5 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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