Elite Wealth Relationship Manager (SAFE Act) – On Site

Citi; New York (NY); On-site; USD 85,000 - 120,000; 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 to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations.

The ideal candidate will possess strong analytical skills, experience in financial services, and the ability to communicate effectively with clients. This position offers competitive benefits and opportunities for professional growth.

Qualifications

• 5-8 years of experience in financial services.
• Must have FINRA series 6, 63, and 65 registrations.
• Self-starter and problem solver.

Responsibilities

• Build and deepen relationships for client portfolios.
• Offer tailored financial solutions based on client needs.
• Attend to KYC/AML and compliance regulations.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Knowledge of Microsoft Office (Excel, Outlook, and Word)

Basic understanding of investment and financial planning strategies

Education

Bachelor's/University degree or equivalent experience

Tools

NaviPlan Select or similar financial planning software

Job description

Citi is seeking a Wealth Relationship Manager to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations.

The ideal candidate will possess strong analytical skills, experience in financial services, and the ability to communicate effectively with clients. This position offers competitive benefits and opportunities for professional growth.