Insurance Group 1 required jobs

Wealth Relationship Manager SAFE Act

Citi · Posted Nov 9, 2026

Open

Evanston, Illinois, United States
On-site
Full-time · Mid
$78K–$117K per year
5–8 years

Wealth Relationship Manager SAFE Act

Citi · Posted Nov 9, 2026

Open

Evanston, Illinois, United States
On-site
Full-time · Mid
$78K–$117K per year
5–8 years

Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)

Citi · Posted Nov 9, 2026

Open

Chicago, Illinois, United States
On-site
Full-time
$78K–$117K per year
5–8 years

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Seasoned professional managing affluent and high net worth client relationships, providing holistic financial solutions and ensuring compliance with regulatory requirements.

Compensation

$78,080.00 - $117,120.00

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients through high touch, face-to-face meetings
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship

Requirements

Bachelor's/University degree or equivalent experience

Skills

Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word)

Wealth Relationship Manager - Clovis

Citi · Posted Nov 6, 2026

Open

Fresno, California, United States
On-site
Full-time · Mid
$78K–$117K per year
5–8 years

Apply with RefersoAI Apply on careers page

Senior analyst in Wealth Relationship Management focusing on affluent and high net worth clients, providing comprehensive financial planning and advisory services.

Compensation

$78,080.00 - $117,120.00

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location
Master referral opportunities to grow portfolio
Proactively source, acquire and expand high value customer relationship

Requirements

Bachelor's/University degree or equivalent experience

Skills

Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to details Knowledge of Microsoft Office (Excel, Outlook, and Word)

Wealth Relationship Manager SAFE Act

Wealth Relationship Manager SAFE Act

Compensation

Responsibilities

Requirements

Skills

Benefits

Wealth Relationship Manager SAFE Act - Chinatown - Chicago (Multilingual Skills Required)

Compensation

Responsibilities

Requirements

Skills

Wealth Relationship Manager - Clovis

Compensation

Responsibilities

Requirements

Skills

Benefits

Benefits