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Wealth Relationship Manager at Citi - ApplyBlast

Wealth Relationship Manager

Citi

3 days ago

3.6 on Glassdoor

Plainview, New York, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Relationship Manager builds and deepens relationships with affluent and high net worth clients to provide holistic financial solutions and increase wallet share. The role involves anticipating complex client needs, offering tailored products and services, and proactively sourcing new business through referrals and events. This position requires strong analytical and communication skills to manage client relationships while ensuring strict adherence to regulatory and compliance standards.

Responsibilities

Build and deepen relationships with affluent and High Net Worth clients
Provide holistic financial solutions through banking, credit, and investment needs
Manage client follow-up and adhere to Regulatory and Compliance operating procedures

Skills

Qualifications

SIESeries 6Series 63Series 65Series 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.