Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is looking for a Wealth Relationship Manager for their Chicago location, focusing on building client relationships within the affluent segment. In this seasoned role, you will utilize your financial planning expertise to provide tailored solutions. Responsibilities include proactive client engagement and ensuring compliance with regulations.

The ideal candidate must possess strong analytical and communication skills, hold FINRA Series 6, 63, and 65 licenses, and have 5-8 years of relevant experience. Competitive benefits and a full-time salary range of $78,080 to $117,120 are offered.

Qualifications

• 5-8 years of experience in financial services or similar role.
• Strong verbal and written communication skills.
• Must have US FINRA series 6, 63, and 65 registrations.

Responsibilities

• Build and deepen client relationships to increase portfolio.
• Anticipate clients' complex financial needs and offer comprehensive solutions.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Customer relationship management

Financial planning

Communication skills

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)

Job Req Id:

26963892

Location(s):

Chicago, Illinois, United States

Job Type:

On-Site/Resident

Posted:

May. 14, 2026

Job Overview

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in‑depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
• Provide regular value‑added engagement with clients—High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations; adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience
• 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) and experience using NaviPlan Select or similar financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
• US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
• Insurance group 1 required; will give 120 days to obtain if not already held.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent experience

Primary Location Full Time Salary Range:

$78,080.00 - $117,120.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Job Family Group:

Private Client Coverage

Job Family:

Financial Planning Services

Time Type:

Full time

Primary Location:

Chicago Illinois United States

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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