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.
• Proactively source and acquire high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners, such as 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.
• Partner with the branch team to ensure a positive client experience while appropriately assessing risk and safeguarding firm reputation.

Requirements

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

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 medical, dental, and vision coverage.
• 401(k) retirement savings 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 professional growth, ethical conduct, and delivering excellence to our clients.