Wealth Relationship Manager AVP - SAFE Act Expert
Citi
Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists, and ensure regulatory compliance in a high-touch, advisory capacity. The role requires strong analytical skills, financial planning knowledge, and FINRA registration. #J-18808-Ljbffr Citi
$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...SuggestedFull timeWork at office$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth... ...Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client...SuggestedFull timeWork at office$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...SuggestedFull timeWork at office$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(s) Rockville, Maryland, United States; Washington, DC, United States Job Type On-Site/Resident Posted Feb. 12, 2026 Overview The Wealth Relationship Manager SAFE Act...SuggestedFull timeWork at office$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to develop new techniques, improve processes, and enhance workflow. This role integrates...SuggestedWork at office$83.92k - $125.88k
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...Full timeWork at office- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...
- Citi is seeking a Wealth Relationship Manager to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate will possess strong analytical...
$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident Posted... ...The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary...Work at office$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...$275k - $330k
...Customer Experience, Property Management, leads JLL's property... ..., Regional Leads, and Client Relationship leads platforms to ensure property... ...global and regional clients, acting as an executive sponsor on the... ...reasons. We will then delete it safely and securely.For more...Full timeLocal areaRemote workWorldwide$98.96k - $148.44k
...and retaining customer relationships by maximizing sales opportunities... ...are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support... ...Area partners (e.g. Wealth Management, Mortgage)Partner... ...required by applicable SAFE Act regulations and Citi...Full time$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with transparency...Full time$250k
...Personal Banker SAFE ACT, Modesto McHenry Branch Job Req Id: 26968226 Location: Modesto... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with transparency...$250k
...Personal Banker Safe Act, Bilingual: English/Spanish Preferred, Ridgewood Branch Discover... ...calls/inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with transparency...- Citi is looking for a Personal Banker SAFE Act in Modesto, California to assist in sales and customer service activities. This entry-level role involves building customer relationships, providing referrals, and complying with Citibank policies. A Bachelor's Degree and...
- Citibank in Ridgewood, NY is seeking a Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role focuses on handling small business lending opportunities under $250K, cross-selling treasury and related products, and delivering...
$61.28k - $85.52k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act for the Manhattan Area to assist in execution of sales and customer... .... This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing excellent...- Citi is looking for a Personal Banker SAFE Act in New York City. In this entry-level role, you will assist in executing sales strategies while fostering strong relationships with clients. Ideal candidates will have relevant experience and proven communication skills along...
- Citi is hiring an entry-level Personal Banker SAFE Act at the Farragut West Branch in Washington, DC. The role supports sales and service activities in coordination with the customer service team to foster customer loyalty and drive growth. Responsibilities include handling...
$61.28k - $85.52k
Citi is looking for a Personal Banker SAFE Act at their San Rafael Branch. This entry-level role involves assisting in sales and service activities to build customer relationships and loyalty. Responsibilities include working with business credit requests, building referral...- Citi is hiring a Personal Banker SAFE Act for the Las Vegas area. This entry-level role focuses on executing sales activities and fostering customer relationships. Candidates with 0-2 years of relevant experience, preferably in banking or retail, will thrive in this position...
$70k - $105k
AVP, Client Relationship Manager Location: US-NY-Brooklyn Overview The Client Relationship Manager (\"CRM\") will provide day-to-day leadership for... ...and results driven with a strong work ethic, always acting in the best interest of the client, the team, and the Bank...Full timeWork at officeAfternoon shift$250k
Personal Banker SAFE Act, Boynton Beach/West Boca Raton Area, Officer Job Req Id: 26976... ...team. The overall objective is to foster relationships with customers, build loyalty, and... ...and business practices, and escalating, managing and reporting control issues with transparency...Full time$78.97k - $126.14k
...Relationship Manager I Commercial Real Estate This person is responsible for building and maintaining... ...collaborates with other CNB product experts to achieve cross-sell goals and helps... ...regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community...$143.1k - $238.5k
...Fulton's commercial banking by building, developing and managing new and existing client relationships. Coordinate loan, deposit and fee income products and... ..., is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...using Rippling Global Payroll, with a primary focus in New Zealand. You will review payrolls, perform manual calculations where required, validate system outputs and ensure adherence to NZ legislation including the Holidays Act 2003, KiwiSaver, #J-18808-Ljbffr Rippling
$160k - $230k
iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners... ...new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.Play a key...Full timeWork at officeRemote work- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...
$89.25k - $105k
Merceradvisors is seeking a Relationship Manager to enhance client satisfaction for UHNW clients. The role requires exceptional interpersonal... ...retention. Ideal candidates will have 5+ years of experience in wealth management and a Bachelor's degree. Competitive compensation...
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