Wealth Relationship Manager SAFE Act
Core
Senior analyst role focused on building and deepening relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior Individual Contributor Wealth Relationship Manager
Builds
Client relationships and financial portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (SAFE Act, KYC/AML), risk assessment
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies (via careerplan.io/jobs/859033241486-wealth-relationship-manager-safe-act-at-citi)
Technologies
Microsoft Office (Excel, Outlook, Word), Money Guide Pro, NaviPlan Select
Responsibilities
Identify and build relationships to gain incremental wallet share; Anticipate complex financial needs and offer solutions; Provide regular high-touch face-to-face engagement; Acquire new clients through converting referral leads; Manage client follow-up and adhere to Regulatory and Compliance operating procedures; Ensure KYC/AML compliance norms are strictly adhered; Partner with branch team to ensure positive in-branch experience; Appropriately assess risk when business decisions are made.
Seniority
Senior, hands-on IC