Wealth Relationship Manager - SAFE ACT - New Canaan/Norwalk, CT
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow portfolio wallet share. (via careerplan.io/jobs/859034566416-wealth-relationship-manager-safe-act-new-canaannorwalk-ct-at-citi)
Role type
Senior Individual Contributor Wealth Relationship Manager
Builds
Financial planning solutions, client events, and referral networks for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (SAFE Act, KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies, mortgage loan origination
Technologies
Microsoft Office (Excel, Outlook, Word), Money Guide Pro, NaviPlan Select
Responsibilities
Identify and acquire new high-value clients, anticipate complex financial needs, provide regular face-to-face engagement, organize client events, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC