Citi Wealth - Wealth Relationship Manager Safe Act - Brooklyn

Citi Handlowy

New York, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments

Job Summary

  • The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.
  • Employees are expected to provide regular value-added engagement through high-touch, face-to-face meetings and access to seminars.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Excellent verbal and written communication
  • Knowledge of Microsoft Office suite
  • Self-starter with problem-solving abilities

Nice-to-have

  • Experience using NaviPlan Select software
  • Basic understanding of investment strategies
  • Goal-oriented team player mindset
  • Organized with strong attention to detail

Key Requirements

  • Current US FINRA Registration (SIE, Series 6, 63, 65 OR Series 7, 66)
  • Obtain Life Insurance within 120 days of FINRA registration
  • Register as mortgage loan originator with Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience required
  • Must meet all US FINRA requirements within 150 days of starting

Work Rights

Not specified

Tailored Resume

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