Citi
Banking
WealthRelationshipManagerSAFEAct
“Wealth Relationship Manager SAFE Act at Citi. Skills: Wealth management, Client acquisition, Relationship building. Manage and grow a portfolio of high-net-worth clients. Develop and implement financial plans”
What You'll Achieve.
Grow client assets; Increase revenue; Achieve client satisfaction
Industry & Context.
Client needs analysis
What They're Looking For.
Must Have
5+ years of experience in financial services, Bachelor's degree or equivalent experience, SAFE Act registration
Nice to Have
Master's degree, Series 7 and 66 licenses
What You'll Do.
Manage and grow a portfolio of high-net-worth clients
Develop and implement financial plans
Provide investment advice
Deepen existing client relationships
Achieve sales and revenue targets
Ensure compliance with all regulations
How You'll Work.
Team & Collaboration
Partner with banking specialists; Collaborate with investment teams
Communication Scope
Client presentations; Interpersonal communication
Applying for this Wealth Relationship Manager SAFE Act role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Citi?
Real rants from real employees. Read before you apply.