Citi Wealth - Wealth Relationship Manager SAFE ACT -- Howard Beach
Core
Senior analyst building deep 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 (Financial Planning)
Builds
Client portfolios and long-term financial relationships
Domain
Wealth Management / Private Banking
Deliverable
client delivery
Required skills
relationship building, financial planning, client profiling, regulatory compliance (KYC/AML), risk assessment, product knowledge, referral management
Preferred skills
NaviPlan Select, investment strategies, life insurance licensing
Technologies
NaviPlan Select, Microsoft Office (Excel, Outlook, Word)
Responsibilities
Identify and deepen relationships with affluent clients; anticipate complex financial needs and offer tailored solutions; provide high-touch face-to-face engagement and regular value-added meetings; master referral opportunities to grow portfolios; organize client events; manage client follow-up and adhere to regulatory procedures; ensure strict adherence to KYC/AML norms; assess risk and drive compliance with laws and firm policies.
Seniority
Senior, hands-on IC