Senior Wealth Relationship Manager - High Net Worth

Citibank (Switzerland) AG

Plantation, Northern (FL, KY)

Hybrid

Confidential

Full time

4 days ago

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Job summary

Citibank (Switzerland) AG seeks a Wealth Relationship Manager SAFE Act to lead high-net-worth client relationships in Plantation, FL. The role emphasizes financial planning, deep client discovery, and cross-team collaboration to deliver holistic banking and investment solutions.

The successful candidate will manage regulatory requirements, including SAFE Act obligations, and partner with specialists to meet client goals with a high-touch, compliant approach.

Qualifications

5-8 years of experience in private client or financial planning roles.
Must hold current US FINRA registrations: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Life insurance license required and must be obtained within 150 days of starting.

Responsibilities

Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Provide regular value-added engagement with clients through high-touch meetings and seminars.
Ensure KYC/AML and regulatory compliance across activities.
Collaborate with branch team and product specialists to support clients.

Skills

Strong analytical skills

Strong verbal and written沟通 skills

Attention to detail

Self-starter and problem solver

MS Office (Excel, Outlook, Word)

Money Guide Pro / NaviPlan Select

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

The successful candidate will manage regulatory requirements, including SAFE Act obligations, and partner with specialists to meet client goals with a high-touch, compliant approach.

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