Wealth Relationship Manager SAFE Act

Citigroup

Torrance, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
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5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
** Citi is seeking a Wealth Relationship Manager for their Torrance, California location, focusing on affluent and High Net Worth clients. The role demands strong analytical and communication skills, as well as relevant financial licenses and experience, to provide comprehensive financial solutions to clients. **

Job Summary

  • This role involves identifying and building deep 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 benefit from competitive compensation including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Relationship Manager for their Torrance, California location, focusing on affluent and High Net Worth clients. The role demands strong analytical and communication skills, as well as relevant financial licenses and experience, to provide comprehensive financial solutions to clients. **

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Excellent verbal and written communication
  • High touch face-to-face client engagement
  • Knowledge of Microsoft Office suite

Nice-to-have

  • Self-starter with problem-solving abilities
  • Goal-oriented team player
  • Experience with Money Guide Pro or NaviPlan Select
  • Basic understanding of investment strategies

Key Requirements

  • Current US FINRA Registration (SIE, Series 6, 63, 65 OR Series 7, 66)
  • Life insurance license required within 150 days
  • Mortgage loan originator registration via NMLS (SAFE Act)
  • Bachelor's degree or equivalent experience
  • Must meet all regulatory compliance norms

Work Rights

Not specified

Tailored Resume

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