Elite Wealth Relationship Manager

Citi; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Incentive awards

Medical insurance

401(k)

Life & disability insurance

Wellness programs

Paid time off

Job summary

Citi Private Client Coverage is seeking a seasoned financial planning professional in San Francisco to deepen wallet share with affluent clients. You will engage in face-to-face meetings, assess holistic financial needs, and offer tailored solutions across investments, banking, and credit products.

You will collaborate with product specialists, refer opportunities to partners, and ensure strict adherence to KYC/AML and regulatory standards while expanding high-value client relationships.

Qualifications

• 5-8 years of experience in financial services or related roles.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring clients to Citi.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share with affluent and HNW clients.
• Offer holistic financial solutions based on client profiling.
• Provide regular value-added engagement with clients through meetings and seminars.
• Master referral opportunities to grow portfolio and expand high-value relationships.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance bonding and retention.
• Acquire new clients through referrals and outreach.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Experience 5-8 yrs

Analytical skills

Communication skills

Attention to detail

MS Office

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi Private Client Coverage is seeking a seasoned financial planning professional in San Francisco to deepen wallet share with affluent clients. You will engage in face-to-face meetings, assess holistic financial needs, and offer tailored solutions across investments, banking, and credit products.

You will collaborate with product specialists, refer opportunities to partners, and ensure strict adherence to KYC/AML and regulatory standards while expanding high-value client relationships.