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Citi

Wealth Relationship Manager – SAFE ACT

Citi

. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment .

Posted 5/19/2026full-timeBronx • New York • 🇺🇸 United StatesMid-LevelSenior💰 $88,400 - $132,600 per yearWebsite

About the role

Key responsibilities & impact
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
  • Anticipate the complex financial needs of the client and offer solutions
  • Provide regular value-added engagement with clients
  • Master referral opportunities to grow portfolio
  • Proactively source, acquire and expand high value customer relationship
  • Refer opportunities to segment partners where appropriate
  • Organize client events to enhance client bonding
  • Acquire new clients through converting referral leads
  • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
  • Appropriately assess risk when business decisions are made

Requirements

What you’ll need
  • 5-8 years of experience
  • Strong analytical and financial skills
  • Strong verbal and written communication skills
  • Organized with strong attention to details
  • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
  • Basic understanding of investment and financial planning strategies preferred
  • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
  • Insurance Group 1 required
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role

Benefits

Comp & perks
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planninganalytical skillsrisk assessmentinvestment strategiesattention to detail
Soft Skills
relationship buildingcommunication skillsorganizational skills
Certifications
US FINRA Registration: SIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1