Wealth Relationship Manager Safe Act Hybrid jobs at Citi Group in United States, O’fallon

Are you passionate about connecting people with their financial dreams and goals? Do you have the skills and know-how to expertly manage investments and foster relationships with clients? If so, then the Wealth Relationship Manager Safe Act Hybrid Role within the tech industry at Citi Group in O’Fallon, United States is the perfect job for you. The Wealth Relationship Manager Safe Act Hybrid Role is a dynamic and rewarding role that requires a combination of excellent soft skills, technical knowledge, and regulatory compliance awareness. The role requires you to manage, and foster relationships with your assigned clients. You will assess the financial needs of your assigned clients, and develop an appropriate wealth management strategy catering to their individual financial goals. You must also possess a comprehensive understanding of the financial services that Citi Group offers. Furthermore, your role will include depth research of the markets and financial news in order to detect shifts in the trends and make the suitable adjustments to your client's investments according to the everyday changes in the economy. The role also requires you to be self-motivated in order to take the initiative and meet with clients regularly, as well as offer helpful and timely advice when needed. An aptitude of knowledge of Safe Act guidelines is essential to ensure compliance with regulatory requirements and knowledge of relevant rules and discourses. Within your role, you must always keep updated with improving trends and strategies and make use of informational resources, such as webinars and workshops. The Wealth Relationship Manager Safe Act Hybrid Role would be an excellent opportunity to showcase your skills in financial planning and wealth management within the tech industry at the Citi Group in O’Fallon, United States. If you think you have the passion, technical skills, and regulatory knowledge to make a difference in the lives of people and thrive in this hybrid role, then reach out to us now with your CV at Expoint!