Wealth Relationship Manager - High Net Worth & Compliance

Citi; Evanston (IL); Sur place; USD 78 000 - 117 000; Plein temps

Résumé du poste

Citi in Evanston, IL seeks a Wealth Relationship Manager SAFE Act to deepen high-net-worth client relationships through comprehensive financial planning and advisory services. You will lead in-person client engagements, coordinate with product specialists, and ensure strict regulatory compliance.

The role requires 5-8 years of experience, FINRA licenses, and mortgage origination registration. Strong analytical and communication skills are essential in a fast-paced private client environment.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented and organized.
• Proficient with Microsoft Office; NaviPlan experience preferred.
• FINRA series 6/63/65 required; mortgage loan origination registration required under SAFE Act.

Responsabilités

• Identify, build, and deepen relationships to gain wallet share of affluent and HNW clients through financial planning and discovery.
• Anticipate complex financial needs and offer holistic solutions across product lines.
• Collaborate with product specialists to address banking, credit, and investment goals.
• Provide regular value-added engagement with high-touch, in-person meetings at clients' preferred locations.
• Grow portfolio via referrals and client events; expand high-value relationships.
• Ensure regulatory and compliance procedures are followed, including KYC/AML and risk assessment.

Connaissances

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Microsoft Office

NaviPlan knowledge

Self-starter

Team player

FINRA licenses

Mortgage licensing

Formation

Bachelor's degree

Outils

NaviPlan Select

Microsoft Office

Description du poste

Citi in Evanston, IL seeks a Wealth Relationship Manager SAFE Act to deepen high-net-worth client relationships through comprehensive financial planning and advisory services. You will lead in-person client engagements, coordinate with product specialists, and ensure strict regulatory compliance.

The role requires 5-8 years of experience, FINRA licenses, and mortgage origination registration. Strong analytical and communication skills are essential in a fast-paced private client environment.