Wealth Relationship Manager SAFE Act - MIAMI

Citigroup Inc.; Miami (FL); On-site; USD 73,000 - 109,000; Full time

Job summary

Citibank (Switzerland) AG in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients and provide holistic financial planning solutions. You will engage high-net-worth clients face-to-face, analyze needs, and coordinate with specialists to deliver compelling banking and investment options.

The role emphasizes client events, referrals, and strict adherence to KYC/AML and regulatory standards, with a focus on delivering high-touch service in a hybrid Miami setting.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and experience using Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and team player.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to understand client needs and goals.
• Provide regular value-added engagement with clients through meetings and seminars.
• Master referral opportunities to grow the portfolio and acquire new clients.
• Refer opportunities to segment partners as needed.
• Organize client events to strengthen relationships.
• Ensure KYC/AML and compliance procedures are followed.
• Assess risk and maintain Citi policy and regulatory standards.

Skills

Analytical skills

Communication skills

Attention to detail

MS Office

Financial planning software

Self-starter

FINRA registration

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

## Wealth Relationship Manager SAFE Act - MIAMIApply: Hybrid: Miami Florida United States: Full time: Posted Today: 26996030The 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 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 with 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 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.* 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 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 details.* Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or 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.* Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.* Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.* 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------------------------------------------------------## **Job Family Group:**Private Client Coverage------------------------------------------------------## **Job Family:**Financial Planning Services------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Miami Florida United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$72,880.00 - $109,320.00In 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.