Wealth Relationship Manager - SAFE ACT - New Canaan

Citigroup

New Canaan, Connecticut, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
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5-8 years of experience in wealth management
Strong analytical and financial skills
Excellent verbal and written communication
** Citi is seeking a Wealth Relationship Manager for its New Canaan branch. The role requires managing relationships with affluent and High Net Worth clients, providing tailored financial solutions, and adhering to compliance regulations. **

Job Summary

  • This role involves identifying and building relationships to gain wallet share among affluent and High Net Worth clients.
  • The position requires anticipating complex financial needs and offering holistic solutions through banking, credit, and investment products.
  • Citi offers competitive benefits including medical coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Relationship Manager for its New Canaan branch. The role requires managing relationships with affluent and High Net Worth clients, providing tailored financial solutions, and adhering to compliance regulations. **

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 insurance, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of experience in wealth management
  • Strong analytical and financial skills
  • Excellent verbal and written communication
  • High touch face-to-face client meetings
  • Knowledge of Microsoft Office suite

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Experience with Money Guide Pro or NaviPlan Select
  • Basic understanding of investment strategies

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Must meet all Insurance Group 1 requirements within 150 days
  • Register as mortgage loan originator with Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience
  • 5-8 years of professional experience

Work Rights

Not specified

Tailored Resume

Cover Letter