Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn

Citigroup

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

Job Summary

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

Matching Summary

This 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

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Experience with NaviPlan Select software

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Life Insurance license required within 120 days
  • Mortgage loan originator registration with Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter