Wealth Relationship Manager SAFE Act - NYC Metro
Core
Senior analyst building and deepening relationships with affluent and High Net Worth clients to provide holistic financial planning and investment solutions. (via careerplan.io/jobs/859034899385-wealth-relationship-manager-safe-act-nyc-metro-at-citi)
Role type
Senior IC wealth relationship manager (financial planning)
Builds
Client financial portfolios and referral networks
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (SAFE Act/KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Microsoft Office (Excel, Outlook, Word), Money Guide Pro, NaviPlan Select
Responsibilities
Identify and acquire new high-value clients; conduct face-to-face client meetings and seminars; assess complex financial needs and offer tailored solutions; manage client follow-up and ensure regulatory compliance; refer opportunities to segment partners; organize client events.
Seniority
Senior, hands-on IC