Elite Wealth Relationship Manager for Affluent Clients

Citi; New York (NY); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and relevant FINRA registration. Responsibilities will include client meetings, compliance adherence, and teamwork within the branch environment. Competitive salary range is $78,080 - $117,120 annually, with comprehensive benefits.

Qualifications

• 5-8 years of experience in finance or related field.
• Current registration for FINRA series 6, 63, and 65 required.
• Basic understanding of investment and financial planning strategies preferred.

Responsibilities

• Identify and build relationships with affluent clients.
• Provide holistic financial solutions based on client needs.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and relevant FINRA registration. Responsibilities will include client meetings, compliance adherence, and teamwork within the branch environment. Competitive salary range is $78,080 - $117,120 annually, with comprehensive benefits.