Teams at Citigroup

Manages and expands affluent and high-net-worth client relationships through financial discovery, profiling, referrals, and holistic banking, credit, investment, and planning solutions. Acquires new clients, grows portfolio value, conducts high-touch client engagement and events, and partners with specialists. Ensures KYC, AML, SAFE Act, FINRA, insurance, and other regulatory requirements are met while supporting branch service and compliance objectives.

Build and expand client relationships, acquire bank and brokerage assets, provide financial planning and investment recommendations, convert referrals, and identify opportunities for additional financial products. The role requires suitability assessments, securities and insurance licensing, compliance with KYC/AML and SAFE Act requirements, mortgage originator registration, strong client service, and collaboration with branch and wealth-management partners.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking, credit, investment, and planning solutions, acquire new clients, generate referrals, organize engagement events, and ensure regulatory compliance. The role requires managing client portfolios, collaborating with branch specialists, assessing risk, and maintaining FINRA, insurance, and mortgage-originator registrations.