ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Wealth Relationship Manager SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act

Citi

4 months ago

3.6 on Glassdoor

Los Angeles, CA

Onsite

Full Time

Senior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

A seasoned Senior Analyst specializing in the SAFE Act who drives growth within high-net-worth segments through deep client profiling and holistic financial solutions. The role involves coaching new recruits, balancing conflicting business decisions, and ensuring strict adherence to regulatory compliance and ethical standards.

Responsibilities

Build and deepen relationships with affluent and high-net-worth clients to gain wallet share
Anticipate complex financial needs and offer holistic solutions across a wide range of products
Coach and train new recruits within the business unit
Ensure strict adherence to Regulatory, Compliance, KYC, and AML operating procedures
Assess risk when making business decisions to safeguard the firm and its clients

Skills

Qualifications

SIE LicenseSeries 6 LicenseSeries 63 LicenseSeries 65 LicenseMortgage Loan Originator Registration

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.