High Net Worth Client Engagement Specialist

6 days ago


Washington, United States Citibank Full time
Affluent Banking Opportunities

About the Role

The Wealth Relationship Manager SAFE Act is a critical position that requires a seasoned professional with in-depth disciplinary knowledge. The successful candidate will contribute to the development of new techniques and improve processes and workflows within the area or function.

Key Responsibilities

  1. Develop and maintain strong relationships with affluent and High Net Worth clients to identify and capitalize on business opportunities.
  2. Analyze client needs and preferences to provide tailored financial solutions through a range of products, services, and tools.
  3. Collaborate with product specialists to deliver holistic financial solutions that meet client objectives.
  4. Promote referrals and growth opportunities to enhance portfolio performance.
  5. Engage in regular high-touch interactions with clients, leveraging excellent communication and interpersonal skills.

About Citibank

Citibank is committed to diversity, equity, and inclusion. We foster a culture of respect and professionalism, providing equal opportunities for all qualified applicants.

What We Offer

Citibank provides a comprehensive compensation package, including base salary, incentives, and benefits. Eligible employees may also participate in our flexible work arrangements and career development programs.

Salary Information

The estimated annual salary for this role is $83,920.00 - $125,880.00, commensurate with experience and qualifications.



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