Wealth Relationship Manager
Citi(21 days ago)
About this role
The Senior Analyst SAFE Act in Wealth Relationship Management is a professional role that involves developing expertise in financial services, building client relationships, providing tailored financial solutions, and ensuring compliance with regulations. The position emphasizes relationship management, financial acumen, and team collaboration within a banking environment.
Required Skills
- Financial Planning
- Relationship Management
- Compliance
- Financial Analysis
- Client Service
- Regulatory Knowledge
- Communication Skills
- Microsoft Office
- Investment Strategies
- KYC AML
Qualifications
- Bachelor's Degree or equivalent
- US FINRA Registration: SIE, Series 6, 63, 65 or Series 7 and 66
- Life Insurance License Category 1
About Citi
citi.comCitibank 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.
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