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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

United States

Onsite

Full Time

Senior

0 applicants

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About this role

A senior Wealth Relationship Manager focuses on managing high-net-worth relationships, developing tailored financial plans, and driving portfolio growth for affluent clients. The role involves deep collaboration with product specialists to integrate banking, credit, and investment solutions while ensuring strict adherence to regulatory compliance. This position requires demonstrating leadership through coaching, advising, and influencing decisions to deliver holistic value to the Private Client Coverage business.

Responsibilities

Identify and deepen relationships with affluent and High Net Worth clients
Develop holistic financial solutions integrating banking, credit, and investment needs
Solicit new business and expand existing client portfolios through referrals
Ensure strict adherence to KYC/AML and Regulatory compliance norms
Coach new recruits and facilitate services through informal leadership roles

Skills

Qualifications

BS Degree or Equivalent ExperienceFINRA SIE, Series 6, 63, 65 OR Series 7 and 66Current Life Insurance LicenseNationwide Mortgage Loan Originator (NMLSR)5-8 Years Experience

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.