Wealth Relationship Manager SAFE Act
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions, including banking, credit, and investment products.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions and client portfolios (via careerplan.io/jobs/859033146062-wealth-relationship-manager-safe-act-at-citi)
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies, mortgage loan origination
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire new high-value clients; anticipate complex financial needs and offer tailored solutions; provide high-touch face-to-face engagement; manage client follow-up and ensure regulatory compliance; partner with branch team to enhance client experience; assess risk and drive compliance with laws and regulations.
Seniority
Senior, hands-on IC