Wealth Relationship Manager, Citi

Citi

Location:
United States, Riverside

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 that involves working with affluent clients to address their banking, credit, and investment needs. The role requires strong analytical and communication skills, as well as a deep understanding of financial planning and compliance regulations. Responsibilities include acquiring and expanding client relationships, offering financial solutions, and ensuring adherence to compliance norms while contributing to the branch team's success.

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, intuitively 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- 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 (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
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 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, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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
US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply
Insurance group 1 required
will give 120 days to obtain if not already held
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:

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

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 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Relationship Manager