Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx

Citigroup

Bronx, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
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5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
** Citigroup is seeking a Wealth Relationship Manager for its Bronx location, focusing on affluent and High Net Worth clients. The role involves building client relationships, providing financial solutions, and adhering to compliance regulations. **

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 financial needs and offering holistic solutions through a wide range of 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

** Citigroup is seeking a Wealth Relationship Manager for its Bronx location, focusing on affluent and High Net Worth clients. The role involves building client relationships, providing financial solutions, and adhering to compliance regulations. **

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, wellness programs

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Excellent verbal and written communication

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Experience with NaviPlan Select software

Key Requirements

  • Current US FINRA Registration (Series 6, 63, 65 or Series 7, 66)
  • Life Insurance license required within 120 days
  • Mortgage Loan Originator registration via NMLS required
  • Bachelor's degree or equivalent experience
  • Knowledge of Microsoft Office and financial planning tools

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter