Wealth Relationship Manager Safe Act

Citi Handlowy

Orland Park, Illinois, United States
Base: $78,080.00 - $117,120.00; bonus/equity: disc...
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Financial planning and client profiling
Compliance with kyc/aml regulations
Client relationship building and management
** Citi Handlowy is seeking a Wealth Relationship Manager SAFE Act to enhance client relationships within the affluent and High Net Worth segments. The ideal candidate will leverage strong analytical skills and financial expertise to provide tailored financial solutions while adhering to compliance protocols. **

Job Summary

  • The Wealth Relationship Manager SAFE Act role involves identifying, building, and deepening relationships with affluent and High Net Worth clients to provide holistic financial solutions.
  • This position requires adherence to regulatory and compliance procedures including KYC/AML and SAFE Act registration, ensuring ethical judgment and risk assessment in business decisions.
  • Citi offers competitive salary ranges, discretionary incentives, and comprehensive employee benefits including medical, dental, vision coverage, and wellness programs.

Matching Summary

Match Score: 75

** Citi Handlowy is seeking a Wealth Relationship Manager SAFE Act to enhance client relationships within the affluent and High Net Worth segments. The ideal candidate will leverage strong analytical skills and financial expertise to provide tailored financial solutions while adhering to compliance protocols. **

Salary

Base: $78,080.00 - $117,120.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, paid time off

Skills & Requirements

Must-have

  • Financial planning and client profiling
  • Compliance with KYC/AML regulations
  • Client relationship building and management
  • Use of financial planning software
  • Strong analytical and communication skills

Nice-to-have

  • Coaching and training new recruits
  • Organizing client events
  • Team collaboration and leadership
  • Problem solving and goal orientation

Key Requirements

  • 5-8 years of experience
  • Current US FINRA Registration: SIE, Series 6, 63, 65 or Series 7 and 66
  • Insurance Group 1 required
  • Mortgage loan originator registration with Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience

Work Rights

Must meet US FINRA Registration and Insurance Group 1 requirements within 150 days

Tailored Resume

Cover Letter