Wealth Relationship Manager SAFE Act
Citi
About this role
A Wealth Relationship Manager at Citigroup focuses on building and maintaining relationships with affluent and high net worth clients. The role involves understanding complex financial needs and offering tailored solutions through a range of products and services. The individual is responsible for delivering high-touch client experiences and contributing to the growth of the portfolio through referrals and proactive client engagement.
Skills
Qualifications
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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About Citi
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Citi.
Salary
$78k – $117k
per year