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Wealth Relationship Manager, SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager, SAFE Act

Citi

4 months ago

3.6 on Glassdoor

West Hollywood, CA

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Management Sr. Analyst serves as a seasoned professional specializing in the SAFE Act, driving growth for affluent and High Net Worth client segments through holistic financial solutions. This role involves evaluating complex issues, coaching team members, and ensuring strict adherence to regulatory compliance, risk management, and fiduciary standards within the Private Client Coverage group. The position requires integrating deep disciplinary knowledge to influence business decisions and deliver high-touch, value-added engagement personally customized to client needs and goals.

Responsibilities

Identify and deepen relationships with High Net Worth clients to expand portfolio.
Provide holistic financial solutions by integrating banking, credit, and investment needs.
Ensure strict adherence to regulatory and compliance operating procedures.
Anticipate complex client financial needs and offer tailored product solutions.
Coach and train new recruits on effective relationship management techniques.

Skills

Qualifications

Series 65 LicenseSeries 7 LicenseInsurance Group 1Mortgage Loan Originator RegistrationSIE, Series 6, 63, or 66

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.