Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)

Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id: 26963593 Location: Centreville, Virginia, United States Job Type: On‑Site/Resident Posted: May. 13, 2026 Job Overview The Wealth Relationship Management (Branch) Senior Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques, improve processes, and enhance workflow within the area. The role integrates subject matter and industry expertise across functions, evaluates complex issues, and leads teams while coaching new recruits. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of affluent and high‑net‑worth clients. Anticipate clients’ complex financial needs and offer solutions through a wide range of products, services, and tools based on client profiling. 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 the client’s preferred location, consistent communication, and access to seminars. Master referral opportunities to grow portfolio. Proactively source, acquire, and expand high‑value customer relationships by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (e.g., Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager). Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on the branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients, and assets, driving compliance with applicable laws, rules, and regulations, and escalating, managing, and reporting control issues with transparency. Qualifications 5‑8 years of experience. Strong analytical and financial skills. Strong verbal and written communication skills. Organized with strong attention to detail. Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, 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 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. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citibank for mortgage needs, maintaining and renewing that registration annually, updating registration information timely, and providing the unique identifier as required by SAFE Act regulations and Citi policies. Education Bachelor’s/University degree or equivalent experience. Primary Location Full Time Salary Range $83,920.00 – $125,880.00 In addition to salary, Citi offers competitive employee benefits, including medical, dental, vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages (vacation, sick leave, paid holidays). Equity‑Based Statement Citi is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. #J-18808-Ljbffr Citi