Wealth Relationship Manager SAFE Act - North Jersey
$88.4k/y-$132.6k/y
2 days ago
Highlight
OnsiteFull-timeMid
Summary
Citi is seeking a Wealth Relationship Manager SAFE Act for their team in Paramus, NJ. The role involves building and deepening relationships with affluent and High Net Worth clients through financial planning and tailored solutions.
About the Role
As a Wealth Relationship Manager, you will identify and anticipate the complex financial needs of clients, providing holistic financial solutions. Your responsibilities include engaging with clients through face-to-face meetings, managing client follow-ups, and ensuring compliance with regulatory standards. You will also collaborate with product specialists and organize client events to enhance relationships.
About You
Required:
- 5-8 years of experience in financial services or a related field.
- Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
- Bachelor's/University degree or equivalent experience.
- Strong analytical and financial skills.
- Excellent verbal and written communication skills.
Preferred:
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using financial planning software.
- Basic understanding of investment and financial planning strategies.
- Self-starter with problem-solving skills and ability to work independently.
Benefits
- Competitive salary range of $88k–$133k.
- Comprehensive benefits package including medical, dental, and vision coverage.
- 401(k) plan with company match.
- Life, accident, and disability insurance.
- Wellness programs and paid time off including vacation and sick leave.
Citi
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Paramus, NJ