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Wealth Relationship Manager SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act

Citi

5 months ago

3.6 on Glassdoor

California

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Management Sr. Analyst positions experienced professionals to manage affluent and High Net Worth client relationships in a banking environment. This role involves developing tailored financial solutions, ensuring regulatory compliance, and driving business growth through strategic client engagement and coaching. Successful candidates will integrate subject matter expertise to navigate complex financial needs and coordinate cross-functional objectives within the Private Client Coverage team.

Responsibilities

Develop tailored financial solutions for affluent clients
Ensure strict adherence to KYC/AML compliance norms
Coach and train new team members on processes
Proactively source and expand high-value client relationships
Assess risk to safeguard firm reputation and assets

Skills

Qualifications

Series 6 RegistrationSeries 63 RegistrationSeries 65 RegistrationSeries 7 RegistrationSeries 66 Registration

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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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.