Wealth Relationship Manager SAFE Act - Los Gatos

Citigroup

Los Gatos, California, United States
Base: $88,400 - $132,600; bonus/equity: discretion...
**
5-8 years of professional experience
Strong analytical and financial skills
Current us finra registration sie series 6 63 65 or 7 66
** The Wealth Relationship Manager position at Citigroup in Los Gatos, California, seeks an experienced professional to manage relationships with affluent and high-net-worth clients, providing tailored financial solutions. The role emphasizes strong analytical and communication skills, and a commitment to compliance and client service. **

Job Summary

  • The role involves identifying and building relationships to gain incremental wallet share within the affluent and High Net Worth segments.
  • Candidates must anticipate complex client financial needs and offer 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

Match Score: 75

** The Wealth Relationship Manager position at Citigroup in Los Gatos, California, seeks an experienced professional to manage relationships with affluent and high-net-worth clients, providing tailored financial solutions. The role emphasizes strong analytical and communication skills, and a commitment to compliance and client service. **

Salary

Base: $88,400 - $132,600; 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
  • Current US FINRA Registration SIE Series 6 63 65 or 7 66
  • Insurance Group 1 certification
  • Mortgage loan originator registration capability

Nice-to-have

  • Experience with Money Guide Pro or NaviPlan Select
  • Knowledge of investment and financial planning strategies
  • Self-starter and problem solver mindset
  • Goal-oriented team player able to work without direction

Key Requirements

  • Bachelor's degree or equivalent experience
  • Must meet all US FINRA Registration requirements within 150 days
  • Must meet all Insurance Group 1 requirements within 150 days
  • Register as mortgage loan originator with Nationwide Mortgage Licensing System

Work Rights

Not specified

Tailored Resume

Cover Letter