Wealth Relationship Manager SAFE Act - NYC Metro

Citigroup

Huntington, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
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5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
** Citigroup is seeking a Wealth Relationship Manager for the NYC Metro area, focusing on building and deepening relationships with affluent and high-net-worth clients. The role requires a seasoned professional with strong analytical and communication skills, aiming to provide holistic financial solutions while adhering to compliance regulations. **

Job Summary

  • This role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments.
  • The position requires anticipating complex client financial needs and offering holistic solutions through a wide range of 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

Match Score: 75

** Citigroup is seeking a Wealth Relationship Manager for the NYC Metro area, focusing on building and deepening relationships with affluent and high-net-worth clients. The role requires a seasoned professional with strong analytical and communication skills, aiming to provide holistic financial solutions while adhering to compliance regulations. **

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, 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 with Money Guide Pro or NaviPlan Select
  • Basic understanding of investment strategies
  • Goal-oriented team player mindset
  • Ability to work without direction
  • Organized with strong attention to detail

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66
  • Must meet all US FINRA Registration requirements within 150 days
  • Insurance Group 1 required within 150 days
  • Mortgage loan originator registration via Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter