Wealth Relationship Manager Safe Act - Nyc Metro

Publix Serving (Civica)

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

Job Summary

  • The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.
  • Employees must anticipate complex client financial needs and offer holistic 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

The role involves identifying, building, and deepening relationships to gain incremental wallet share within 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, 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

Nice-to-have

  • Self-starter and problem solver
  • Goal-oriented team player
  • Ability to work without direction

Key Requirements

  • Current US FINRA Registration (Series 6, 63, 65 or 7, 66)
  • Insurance Group 1 requirements within 150 days
  • Mortgage loan originator registration with NMLS
  • Bachelor's degree or equivalent experience

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter