Citi Wealth - Wealth Relationship Manager SAFE Act - Manhattan

Citigroup

New York, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
On-site
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
This role involves identifying and building relationships to gain incremental wallet share from the affluent and High Net Worth segments

Job Summary

  • This role involves identifying and building relationships to gain incremental wallet share from the affluent and High Net Worth segments.
  • The position requires anticipating complex client needs and offering holistic financial 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

This role involves identifying and building relationships to gain incremental wallet share from the affluent and High Net Worth segments.

Salary

Base: $88,400.00 - $132,600.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs

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 using NaviPlan Select software
  • Basic understanding of investment strategies
  • Goal-oriented team player mindset
  • Organized with strong attention to detail

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, 65 or Series 7, 66
  • Life Insurance license required within 120 days
  • Mortgage loan originator registration via Nationwide Mortgage Licensing System
  • Bachelor's degree or equivalent experience
  • Must meet all US FINRA requirements within 150 days

Work Rights

Not specified

Tailored Resume

Cover Letter