Wealth Relationship Manager, Citi

Citi

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role requiring significant experience and analytical skills to offer holistic financial solutions to affluent clients through high-touch engagement. Responsibilities include client discovery, profiling, financial planning, sourcing new clients, and compliance adherence.

Job Responsibility:

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling
Intuitively recognize and understand a client's banking, credit and investment needs and goals with the support of product specialists to provide holistic financial solutions
Provide regular value-added engagement with clients—High touch, face-to-face meetings at client’s preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities
Refer opportunities to segment partners where appropriate
Organize client events to enhance client bonding
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience
Appropriately assess risk when business decisions are made.

Requirements:

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
Insurance Group 1 required
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Nice to have:

Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred.

What we offer:

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays.

Additional Information:

Job Posted:
June 21, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Relationship Manager