Wealth Relationship Manager SAFE Act
4 weeks ago
Wealth Relationship Manager Safe ActThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.Responsibilities:Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.Master referral opportunities to grow portfolio.Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Qualifications: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.Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.Insurance Group 1 required.This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.Education:Bachelor's/University degree or equivalent experience.
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Wealth Relationship Manager SAFE Act
2 weeks ago
Washington, United States Citi Full timeThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...
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Wealth Management Client Relationship Manager
4 weeks ago
Washington, United States TIAA Full timeWealth Management Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve....
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Wealth Relationship Officer
6 days ago
Washington, DC, United States HSBC Full timeWealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 14 Dec 2025 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not...
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Wealth Relationship Officer
4 days ago
Washington, DC, United States HSBC Full timeWealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 14 Dec 2025 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not...
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Wealth Relationship Officer
17 hours ago
Washington, DC, United States HSBC Full timeWealth Relationship Officer Brand: HSBC Area of Interest: Branch and Retail Banking Location: Washington, DC, US, 20001 Work style: Office Worker Date: 14 Dec 2025 In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not...
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Wealth Relationship Officer
2 weeks ago
Washington, Washington, D.C., United States HSBC Full timeIn compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique...
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Elite Wealth Relationship Manager
3 weeks ago
Washington, United States Citigroup Inc. Full timeA leading global financial institution is seeking an experienced Wealth Relationship Manager. This role involves managing high-net-worth client relationships, offering tailored financial solutions, and ensuring compliance with industry regulations. The ideal candidate will have 5-8 years of experience, strong analytical and communication skills, and relevant...
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Washington, United States Citigroup Inc. Full timeThe Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas...
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Community Mortgage Lending Officer
4 weeks ago
Washington, United States Citi Full timeCommunity Mortgage Lending Officer (SAFE Act) Join to apply for the Community Mortgage Lending Officer (SAFE Act) role at Citi. Overview The Community Mortgage Lending Officer is an entry level position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing...
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Personal Banker SAFE Act
3 weeks ago
Washington, United States Citigroup Full timePersonal Banker Safe Act - Arlington BranchDiscover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewThe Personal Banker...
