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Wealth Relationship Manager SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act

Citi

15 days ago

3.6 on Glassdoor

Miami, Florida, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Manager SAFE Act role involves building and deepening relationships with affluent and High Net Worth clients to expand wallet share through comprehensive financial planning and discovery. The position requires anticipating complex client needs, offering tailored solutions across banking, credit, and investment products, and maintaining strong compliance standards. This full-time position is based in Miami, Florida, and requires specific FINRA and insurance registrations.

Responsibilities

Build and deepen relationships with affluent and High Net Worth clients
Provide holistic financial solutions through product specialists and client profiling
Ensure strict adherence to KYC/AML and regulatory compliance norms

Skills

Qualifications

Bachelor's/University degree or equivalent experienceUS FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66Insurance Group 1

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.