Wealth Relationship Manager - SAFE Act, DC Area
Citi Group
Citi is looking for a Wealth Relationship Manager SAFE Act in the DC Area to manage relationships with affluent clients. The role involves providing financial solutions, organizing client events, and ensuring compliance with KYC/AML regulations. The ideal candidate will have 5-8 years of experience, strong analytical skills, and current US FINRA Registration. Additional responsibilities include deepening client relationships and offering tailored financial advice. #J-18808-Ljbffr Citi
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...of processes and workflow for the area or function. Integrates subject... ...Business Partners, Relationship Manager, etc.) Organize client events to...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... ...This role integrates industry expertise within a defined area, evaluating complex issues with substantial impact and...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... ..., improve processes, and enhance workflow within the area. The role integrates subject matter and industry...SuggestedFull timeWork at office$250k
...Personal Banker SAFE Act - Manhattan Area Discover your future at Citi Working at Citi is far... ...calls/inbound calls to acquire new relationships and deepen existing relationships through... ...business practices, and escalating, managing and reporting control issues with...Suggested$250k
Personal Banker SAFE Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale Area Job Req Id 26972415 Location(s) Fort Lauderdale... ...calls to acquire new relationships and deepen existing... ...practices, and escalating, managing and reporting control issues...SuggestedFull time- 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...
$250k
Personal Banker SAFE Act, Boynton Beach/West Boca Raton Area, Officer Job Req Id: 26976639 Location(s): Boynton... ...overall objective is to foster relationships with customers, build loyalty, and... ...business practices, and escalating, managing and reporting control issues with...Full time$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United... ...Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role.... ...improvement of processes and workflow for the area or function. Integrates subject matter...Work at office- Senior Wealth Advisor SAFE Act - DMV Market Location: Bethesda, Maryland, United... .... Job Overview The Wealth Relationship Advisor SAFE Act is a... ...processes and workflow for the area or function. Integrates subject... ...referral leads. Manage client follow-up and adhere...Work at office
$70k
Senior Wealth Advisor SAFE Act - Miami Location: Miami, Florida, United States... ...expertise within a defined area, coordinates with broader functions... .... Responsibilities Build relationships with new clients to bring... ...referral leads. Manage client follow‑up and adhere...Work at office- Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional role that requires in‑depth disciplinary... ...and facilitation. All teams in the area are impacted by the performance of... ...through converting referral leads. Manage client follow‑up and adhere to all...
- ...investigations for assigned DC’s. This includes... ...Home Depot maintains a safe, and healthy business by... ...to Sr. Asset Protection Manager, and others; Initiates... ...business partners to identify areas for improvement and... ...formal and informal relationship networks inside and outside...Work experience placementImmediate startNight shift
$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 service... ...activities. This entry-level role focuses on fostering customer relationships, increasing sales to individual clients, and providing...$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...$157.04k - $235.56k
## Banker - SAFE Act - Vice President - New York CityApplylocations... ...authority for an area within the business.... ...and sources of wealth generation.* Anticipate... ...matters.* Build relationships with client families that... ...Private Bank.* Effectively manage client expectations...Full time$78.97k - $126.14k
...Relationship Manager I Commercial Real Estate This person is responsible for building and maintaining... ...requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment... ...masters degree with broad studies in the areas of Business, Finance, Economics and...$250k
...expert across a broad sales area of assigned branches, which... ...other area partners (e.g., Wealth Management, Mortgage) Partner with cross... ...initiate collaboration to optimize relationships to execute sales plan... ...consumers as required by applicable SAFE Act regulations and Citi...- ...Wealth Relationship Manager Location: New York, NY, US, 10177 Brand: HSBC Area of Interest: Branch and Retail Banking Closing Date: Office Worker Date: 13 Jul 2026 Job description In compliance with applicable laws, HSBC is committed to employing...Work at officeLocal area
$175.5k - $292.5k
...Client Executive - Banking - Tri-State Area to join our team in New York, New York... ...seasoned, growth-oriented Client Executive to act as a strategic advisor and enterprise... ...growth, P&L ownership, and C-suite relationship management. Responsibilities: Serve as a...Temporary workRemote workFlexible hours- Citibank (Switzerland) AG is seeking an entry-level Personal Banker SAFE Act for its Brooklyn, New York location. This position involves assisting customers with banking products, building client relationships, and promoting sales to individual clients. The ideal candidate...
- 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...
- Citi, a leading global bank, is seeking a Personal Banker SAFE Act for its Norco Branch. The role is designed for those eager to build loyalty with clients and enhance sales opportunities. Key responsibilities include assisting with sales and service activities, executing...
- 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...
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act in Brooklyn, NY, responsible for executing sales and service activities, fostering customer relationships, and increasing sales to individual clients. The role requires 0-2 years of relevant experience,...
$61.28k - $85.52k
Citi is seeking an entry-level Personal Banker SAFE Act to assist in sales and customer service activities. This role emphasizes building... ..., along with a Bachelor's Degree. Responsibilities include managing business credit requests, building referral opportunities, and...Full time- Citi is looking for a Personal Banker SAFE Act for the Armonk Branch, an entry-level position focused on customer relationship management and sales support. The role involves assisting in the execution of sales activities and building customer loyalty through effective...
$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...- Citibank (Switzerland) AG is seeking a Personal Banker SAFE Act to join their Brooklyn team. This entry-level position is responsible... ...in sales and service activities, fostering customer relationships, and increasing sales efforts. The ideal candidate should have...Full time
- Citi is seeking an entry-level Personal Banker SAFE Act in New York. The role involves assisting in sales and service activities to foster customer relationships. Main responsibilities include handling business credit requests, providing outstanding client services, and...
- Citi is hiring a Personal Banker SAFE Act for their Loma Linda Branch. This entry-level role will assist with sales and customer service, fostering client relationships to enhance loyalty. Ideal candidates demonstrate good communication skills and prior experience in banking...
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