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Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi - ApplyBlast

Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act

Citi

1 month ago

3.6 on Glassdoor

Miami, Florida, United States

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves building and deepening relationships with affluent and High Net Worth clients to expand wallet share through financial planning and discovery. The position requires anticipating complex financial needs and providing holistic solutions across banking, credit, and investment products. The individual will manage client follow-ups, ensure regulatory compliance, and partner with branch teams to deliver a positive client experience.

Responsibilities

Build and deepen relationships with affluent and High Net Worth clients
Anticipate complex financial needs and offer holistic solutions
Manage client follow-up and ensure strict adherence to KYC/AML compliance

Skills

Qualifications

Bachelor's/University degreeUS FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66Life insurance licenseMortgage loan originator registration with the Nationwide Mortgage Licensing System and Registry

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

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.