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, including face-to-face meetings and consistent communication, to ensure client satisfaction.
• Proactively source and acquire new high-value customers while maximizing referral opportunities to grow the portfolio.
• Partner with segment specialists, such as Lending Consultants and Financial Advisors, to provide comprehensive service.
• Adhere to all regulatory and compliance operating procedures, including KYC/AML norms and risk assessment protocols.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry as required by SAFE Act regulations.

Requirements

• 5-8 years of professional experience in wealth management or a related field.
• Bachelor's degree or equivalent experience.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or equivalent).
• Insurance Group 1 certification.
• Strong analytical, financial, and problem-solving skills.
• Excellent verbal and written communication skills with a high attention to detail.
• Proficiency in Microsoft Office (Excel, Outlook, and Word).

Preferred Qualifications

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

Benefits

• Competitive salary range.
• 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 leader in financial services, providing a wide range of banking, investment, and wealth management solutions to clients worldwide. We are committed to driving growth through innovation, excellence, and responsible business practices.