Wealth Relationship Manager - SAFE Act - Milipitas

Citigroup

Milpitas, California, United States
Base: $88,400 - $132,600; bonus/equity: discretion...
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5-8 years of experience in wealth management
Strong analytical and financial skills
Verbal and written communication skills
** The position of Wealth Relationship Manager at Citigroup in Milpitas, California, seeks a seasoned professional to enhance client relationships within the affluent and high-net-worth segments. The role emphasizes strong financial planning skills, regulatory compliance, and effective communication to provide holistic financial solutions to clients. **

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 to enhance client bonding while adhering to strict regulatory compliance.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** The position of Wealth Relationship Manager at Citigroup in Milpitas, California, seeks a seasoned professional to enhance client relationships within the affluent and high-net-worth segments. The role emphasizes strong financial planning skills, regulatory compliance, and effective communication to provide holistic financial solutions to clients. **

Salary

Base: $88,400 - $132,600; 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 experience in wealth management
  • Strong analytical and financial skills
  • Verbal and written communication skills
  • Microsoft Office proficiency
  • Self-starter and problem solver

Nice-to-have

  • Experience with Money Guide Pro or NaviPlan Select
  • Knowledge of investment strategies
  • Goal-oriented team player
  • Ability to work without direction

Key Requirements

  • Current US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66
  • Mortgage loan originator registration with NMLS under SAFE Act
  • Insurance Group 1 certification required within 150 days
  • Bachelor's degree or equivalent experience
  • Must meet all US FINRA registration requirements within 150 days

Work Rights

Not specified

Tailored Resume

Cover Letter