Wealth Relationship Manager SAFE Act - Orland Park, IL

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 industry expertise within a defined area, evaluating complex issues with substantial impact and balancing conflicting situations using multiple information sources. The position requires strong analytical, communication, and leadership skills, including coaching and training of new recruits, and has significant impact on project size, geography, and decision-making. Responsibilities Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery and profiling skills. Anticipate clients’ complex financial needs and offer solutions through a wide range of products, services, and tools based on client profiling. Recognize and understand a client’s banking, credit, and investment needs to provide holistic financial solutions with product specialists’ support. Provide regular value-added engagement with clients through 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, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers. Organize client events to enhance client bonding. Acquire new clients by converting referral leads. Manage client follow‑up and adhere to all regulatory and compliance procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all branch team roles to ensure all clients have a positive in‑branch experience. Appropriately assess risk in business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients, and assets. Qualifications 5–8 years of experience. Strong analytical and financial skills. Strong verbal and written communication skills. Highly organized with strong attention to detail. Knowledge of Microsoft Office (Excel, Outlook, Word) and experience using financial planning software such as Money Guide Pro, NaviPlan Select, or similar. Basic understanding of investment and financial planning strategies preferred. 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. Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and maintain that registration annually. Education Bachelor’s or university degree or equivalent experience. Primary Location : Orland Park, Illinois, United States Compensation : $78,080.00 – $117,120.00 per year Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Benefits include medical, dental and vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off; vacation; sick leave; and paid holidays. For additional information regarding Citi employee benefits, visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Citigroup is an equal‑opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and Know Your Rights poster. #J-18808-Ljbffr Citi