Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey
Core
Build and deepen relationships with affluent and High Net Worth clients to gain wallet share through financial planning and holistic solutions.
Role type
Senior Wealth Relationship Manager (SAFE Act)
Builds
High-touch client engagement, financial planning solutions, and portfolio growth for affluent segments
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship building, regulatory compliance (KYC/AML), risk assessment, product knowledge
Preferred skills
NaviPlan Select, investment strategies, mortgage loan origination
Technologies
NaviPlan Select, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Identify and acquire new high-value clients through referrals and lead conversion; Provide regular face-to-face engagement and seminars; Anticipate complex financial needs and offer holistic solutions; Manage client follow-up and ensure regulatory compliance; Organize client events to enhance bonding; Partner with branch team for positive in-branch experience; Assess risk and drive compliance with laws and policies
Seniority
Senior, hands-on IC
