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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

Onsite

Full Time

Senior

0 applicants

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About this role

A Senior Wealth Relationship Management Analyst drives growth and retention for affluent and High Net Worth clients by identifying complex financial needs and providing holistic solutions. The role involves building deep client relationships, organizing events, and mastering referral opportunities within the Private Client Coverage segment. Candidates must adhere to strict regulatory compliance standards while coordinating with various branch partners to ensure a positive client experience.

Responsibilities

Identify and build relationships with High Net Worth clients
Anticipate complex financial needs and offer tailored solutions
Ensure strict adherence to KYC/AML compliance norms
Proactively source and expand high-value customer relationships
Coordinate with branch partners to enhance client experience

Skills

Qualifications

Bachelor's DegreeFINRA Series 6FINRA Series 63FINRA Series 65FINRA Series 7

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.