Elite Wealth Relationship Advisor

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

The Citi Wealth Relationship Manager - Palo Alto seeks a senior professional to grow affluent client relationships with holistic financial planning and advisory support. You will meet clients in-branch or at preferred locations and coordinate with specialists to tailor investment and banking solutions.

Responsibilities include proactive client engagement, portfolio growth, and diligent KYC/AML compliance. Requires FINRA registrations and a Bachelor's degree, with on-site duties in Palo Alto, CA.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills with attention to detail.
• Excellent verbal and written communication abilities.
• Proficient in MS Office; experience with planning tools preferred.
• Self-starter, problem solver and team player capable of working with minimal direction.
• Must meet FINRA registration requirements within 150 days of start.
• Regulatory compliance knowledge including KYC/AML standards.

Responsibilities

• Identify and deepen relationships to grow wallet share with affluent clients.
• Offer holistic financial planning and investment solutions.
• Collaborate with product specialists to tailor client strategies.
• Engage clients through regular meetings and value-added touchpoints.
• Source referrals and coordinate with segment partners as needed.
• Ensure compliance with regulatory and Citi policies; manage risk.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Microsoft Office proficiency

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Excel

Job description

The Citi Wealth Relationship Manager - Palo Alto seeks a senior professional to grow affluent client relationships with holistic financial planning and advisory support. You will meet clients in-branch or at preferred locations and coordinate with specialists to tailor investment and banking solutions.

Responsibilities include proactive client engagement, portfolio growth, and diligent KYC/AML compliance. Requires FINRA registrations and a Bachelor's degree, with on-site duties in Palo Alto, CA.