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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

Los Angeles, California

Onsite

Full Time

Senior

0 applicants

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About this role

A seasoned Sr. Analyst in Wealth Relationship Management applies deep disciplinary knowledge to develop new techniques and improve processes for affluent and High Net Worth clients. The role involves integrating subject matter expertise to evaluate complex financial issues, coordinate with teams, and drive incremental wallet share through holistic financial planning solutions. Candidates will assume leadership responsibilities, coach new recruits, and ensure strict adherence to regulatory compliance while managing client relationships and referral opportunities.

Responsibilities

Identify and build relationships to gain incremental wallet share of affluent clients
Anticipate complex financial needs and offer tailored solutions through diverse products
Manage client follow-up while adhering to regulatory and compliance operating procedures
Ensure strict adherence to KYC/AML norms and other compliance regulations
Coordinate with branch team partners to ensure positive in-branch client experiences

Skills

Qualifications

Bachelor's DegreeSIE LicenseSeries 6 LicenseSeries 63 LicenseSeries 65 License

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.