Citigroup

Wealth Relationship Manager SAFE Act - DC Area

Citigroup
Washington, DC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and dynamic individual with a strong passion for financial planning and customer service? Look no further! Citigroup is seeking a Wealth Relationship Manager for our DC area team who will work closely with clients to provide personalized financial solutions that meet their unique needs. With your expertise in the financial industry and knowledge of the SAFE Act, you will play a vital role in building and maintaining strong relationships with our valued clients. Join our team and be a part of a company that is committed to helping individuals and businesses achieve their financial goals.

  1. Build and maintain strong relationships with clients by providing exceptional customer service and personalized financial solutions.
  2. Utilize expertise in the financial industry to advise clients on investment strategies, retirement planning, and other financial goals.
  3. Stay up-to-date on industry trends and changes, particularly related to the SAFE Act, and effectively communicate these to clients.
  4. Conduct client meetings to assess needs, review financial plans, and recommend appropriate products and services.
  5. Collaborate with other team members, such as financial advisors and wealth managers, to provide a comprehensive and seamless client experience.
  6. Proactively identify opportunities to deepen client relationships and increase revenue through cross-selling and upselling.
  7. Maintain accurate and detailed records of client interactions and transactions.
  8. Adhere to all compliance and regulatory requirements, including but not limited to the SAFE Act.
  9. Continuously strive to exceed performance goals and contribute to the overall success of the team.
  10. Communicate effectively with clients, colleagues, and management, providing timely updates and addressing any concerns or issues that arise.
Where is this job?
This job is located at Washington, DC, USA
Job Qualifications

  • Knowledge Of Safe Act Regulations: As A Wealth Relationship Manager At Citigroup, Candidates Must Have A Thorough Understanding Of The Safe Act Regulations And Be Able To Ensure Compliance With These Regulations In All Aspects Of Their Job.

  • Experience In Wealth Management: Candidates Should Have A Minimum Of 3-5 Years Of Experience In Wealth Management, Preferably Within The Dc Area. This Experience Should Include A Strong Track Record Of Managing High Net Worth Individuals And Their Financial Portfolios.

  • Strong Communication And Relationship-Building Skills: The Role Of A Wealth Relationship Manager Requires Excellent Communication And Interpersonal Skills. Candidates Should Be Able To Effectively Communicate Complex Financial Information To Clients And Build Strong Relationships With Them.

  • Series 7 And 66 Licenses: To Be Considered For This Job, Candidates Must Have A Valid Series 7 And 66 Licenses. These Licenses Are Required To Sell Securities And Offer Investment Advice, Which Are Key Responsibilities Of A Wealth Relationship Manager.

  • Bachelor's Degree In Finance Or Related Field: A Bachelor's Degree In Finance, Economics, Or A Related Field Is Typically Required For This Position. Candidates With Advanced Degrees Such As An Mba Or Cfp Certification May Have A Competitive Advantage.

Required Skills

  • Communication Skills

  • Financial Planning

  • Product knowledge

  • Relationship Building

  • Compliance Knowledge

  • Risk assessment

  • Market analysis

  • wealth management

  • Client management

  • Investment Strategies

  • Sales Techniques

  • Networking Abilities

Soft Skills

  • Communication

  • Conflict Resolution

  • Customer Service

  • Leadership

  • Time management

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Relationship Manager SAFE Act - DC Area in Washington, DC, USA is $80,000 - $120,000 per year. This can vary depending on the specific company, experience level, and other factors. Some companies may also offer additional benefits and bonuses.

Additional Information
Citigroup is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 3rd, 2026
Apply BeforeMay 4th, 2026
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About Citigroup

Citigroup Inc. or Citi is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002.

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