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Wealth Relationship Manager - Spanish River at Citi - ApplyBlast

Wealth Relationship Manager - Spanish River

Citi

4 months ago

3.6 on Glassdoor

Boca Raton, Florida

Onsite

Full Time

Senior

0 applicants

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About this role

This is a seasoned professional role for a Senior Wealth Relationship Management Analyst focused on the affluent and High Net Worth segments. Key duties include building deep client relationships, providing holistic financial solutions, and ensuring strict adherence to regulatory compliance like KYC/AML and the SAFE Act. The position requires influencing decisions, coaching new recruits, and managing complex client portfolios through regular engagement.

Responsibilities

Identify and build relationships with affluent and High Net Worth clients
Provide holistic financial solutions based on client profiling
Ensure strict adherence to KYC/AML and regulatory compliance norms
Coach and train new recruits within the team
Organize client events to enhance relationship bonding

Skills

Qualifications

Bachelor's DegreeSeries 63Series 65Series 7Life Insurance License

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.