Wealth Relationship Manager SAFE Act - Mountain View

Citigroup

Mountain View, California, United States
Base: $88,400 - $132,600; bonus/equity: discretion...
On-site
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
Citigroup is seeking a Wealth Relationship Manager in Mountain View, California, who will focus on building relationships with affluent and High Net Worth clients. The role requires strong financial analytical skills, effective communication, and compliance with regulatory standards

Job Summary

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

Matching Summary

Match Score: 85

Citigroup is seeking a Wealth Relationship Manager in Mountain View, California, who will focus on building relationships with affluent and High Net Worth clients. The role requires strong financial analytical skills, effective communication, and compliance with regulatory standards.

Salary

Base: $88,400 - $132,600; 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
  • High Net Worth client relationship building
  • Regulatory compliance and KYC/AML adherence

Nice-to-have

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

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66
  • Mortgage loan originator registration with NMLS under SAFE Act
  • Insurance Group 1 certification required within 150 days
  • Bachelor's degree or equivalent experience
  • 5-8 years of relevant industry experience

Work Rights

Must meet all US FINRA and Insurance Group 1 requirements

Tailored Resume

Cover Letter