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Strategic Wealth Relationship Manager
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-07-27
Listing for:
Citi
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi in Rockville, MD seeks a seasoned Wealth Relationship Manager SAFE Act to deepen relationships with affluent clients and deliver holistic financial planning. You will coordinate with product specialists to meet banking, credit, and investment needs, while maintaining strict KYC/AML compliance and ethics.
The role requires 5–8 years of experience, strong analytical and communication skills, and fluency with Microsoft Office and planning software.
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