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.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) as required by the SAFE Act.

Requirements

• 5-8 years of professional experience in a relevant financial role.
• 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 requirement.
• Strong analytical and financial skills.
• Proficiency in Microsoft Office (Excel, Outlook, and Word).
• Strong verbal and written communication skills with high attention to detail.

Preferred Qualifications

• Experience using financial planning software such as Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies.
• Proven ability to work as a self-starter and goal-oriented team player.

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.