Wealth Relationship Manager, Citi

Citi

Location:
United States, Miami

Category:
Finance

Contract Type:
Employment contract

Salary:

72880.00 - 109320.00 USD / Year

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Job Description:

The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to build relationships with affluent and High Net Worth clients. The role involves providing holistic financial solutions through financial planning, excellent discovery and profiling skills, and a wide range of products and services.

Job Responsibility:

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship
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 strictly adhered
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)
Experience using Money Guide Pro, 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
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry
Bachelor's/University degree or equivalent experience

Nice to have:

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

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
August 26, 2025

Expiration:
September 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Wealth Relationship Manager