Wealth Relationship Manager SAFE Act at Citi

Fremont, California, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

0.0

Posted On

13 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Sales, Analytical Skills, Communication Skills, Attention to Detail, Problem Solving, Team Player, Investment Strategies, Securities Recommendations, KYC/AML Compliance, Coaching, Training, Microsoft Office, Financial Planning Software, Goal-Oriented

Industry

Financial Services

Description

Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) 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 Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry 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 in 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 Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses Group 1 insurance Bachelor's/University degree or equivalent experience ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: feb 16, 2026 ------------------------------------------------------

Responsibilities

The Wealth Relationship Manager evaluates complex issues and builds relationships with clients to bring in new bank and brokerage assets. They also provide investment advice and ensure compliance with regulatory norms.