Wealth Relationship Manager, SAFE Act

Responsibilities

• Identify, build, and deepen relationships with affluent and High Net Worth clients to increase wallet share.
• Anticipate complex financial needs and offer holistic solutions through a wide range of products, services, and tools.
• Provide high-touch engagement through face-to-face meetings, consistent communication, and client events.
• Proactively source and acquire high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners, including Lending Consultants, Financial Advisors, and Small Business Partners.
• Manage client follow-up and ensure strict adherence to all Regulatory, Compliance, KYC, and AML operating procedures.
• Assess risk appropriately to safeguard the firm's reputation and ensure compliance with all applicable laws and regulations.

Requirements

• 5-8 years of relevant professional experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office (Excel, Outlook, and Word).
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or must meet all requirements within 150 days of hire).
• Insurance Group 1 requirement (must meet all requirements within 150 days of hire).
• Ability to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS).
• Bachelor's degree or equivalent experience.

Preferred Qualifications

• Experience using financial planning software such as Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and paid holidays.

About the Company

Citi is a global financial services leader with a team of more than 230,000 dedicated people. We provide a wide range of financial products and services to clients across various segments, offering opportunities for professional growth and community impact.