Wealth Relationship Manager SAFE Act

4 Months ago

Falls Church, Virginia, United States

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Job Description

The Wealth Relationship Manager SAFE Act position at Citi in Falls Church, VA requires a seasoned professional with 5-8 years of experience. Responsibilities include building relationships with affluent and High Net Worth clients, offering holistic financial solutions, maximizing sales opportunities, and ensuring compliance with regulations. The role involves providing high touch client engagement, organizing client events, and collaborating with team members to enhance the client experience. Strong analytical and financial skills are essential for this role.

Citi


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Citi

Citi

About this company

Stage:Other

Website:citigroup.com

Citigroup is a diversified financial services holding company that provides various financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG)....read more

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