Wealth Relationship Manager, Citi

Citi

Location:
United States, Paramus

Category:
Finance

Contract Type:
Employment contract

Salary:

88400.00 - 132600.00 USD / Year

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Job Description:

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role with responsibilities involving high-touch client engagement, financial planning, and portfolio growth. The role involves developing client relationships, understanding financial needs, and providing solutions through banking, credit, and investments.

Job Responsibility:

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of 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
with the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions
provide regular value-added engagement with clients including face-to-face meetings, consistent communication, and access to seminars
master referral opportunities to grow portfolio
proactively source, acquire and expand high value customer relationships 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 compliance with KYC/AML and other norms
partner with all roles on the branch team to ensure clients have a positive in-branch experience
assess risk when making business decisions and drive compliance with applicable laws and ethical standards.

Requirements:

5-8 years of experience
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using 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 obtain within 120 days of meeting all US FINRA Registration requirements if not already held
registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry required.

Nice to have:

Experience using NaviPlan Select or similar financial planning software
basic understanding of investment and financial planning strategies.

What we offer:

Medical, dental, and 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:
November 19, 2025

Expiration:
November 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Relationship Manager