Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey

Citigroup

Paramus, New Jersey, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
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Affluent and high net worth client relationship building
Holistic financial planning and investment solutions
Strict adherence to kyc/aml compliance procedures
** Citi is seeking a Wealth Relationship Manager in Paramus, New Jersey, to enhance client relationships within the affluent and High Net Worth segment. The role requires strong analytical skills, financial planning knowledge, and compliance with regulatory requirements, alongside a commitment to providing exceptional client service. **

Job Summary

  • The role involves identifying and deepening relationships with affluent and high net worth clients to gain incremental wallet share through financial planning.
  • Employees must proactively source new clients, manage referrals, and organize events while ensuring all regulatory and compliance norms are strictly followed.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages for eligible employees.

Matching Summary

Match Score: 75

** Citi is seeking a Wealth Relationship Manager in Paramus, New Jersey, to enhance client relationships within the affluent and High Net Worth segment. The role requires strong analytical skills, financial planning knowledge, and compliance with regulatory requirements, alongside a commitment to providing exceptional client service. **

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

  • Affluent and High Net Worth client relationship building
  • Holistic financial planning and investment solutions
  • Strict adherence to KYC/AML compliance procedures

Nice-to-have

  • Strong verbal and written communication skills
  • Self-starter with problem-solving abilities
  • Experience with NaviPlan Select software

Key Requirements

  • 5-8 years of professional experience
  • Current US FINRA Registration (Series 6, 63, 65 or Series 7, 66)
  • Mortgage Loan Originator registration under SAFE Act
  • Life Insurance license required within 120 days
  • Bachelor's degree or equivalent experience

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter