Elite Wealth Relationship Manager

Citigroup Inc.; San Jose (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Paid time off

Wellness programs

Job summary

A leading financial services company seeks a seasoned professional for a Wealth Relationship Management role in San Jose, California. This position requires strong analytical skills and a proven ability to build relationships with affluent clients, offering tailored financial solutions. Candidates should have at least 5-8 years of experience and relevant FINRA registrations. A bachelor's degree is mandatory, and the role includes comprehensive compliance responsibilities. Competitive salary and benefits are offered.

Qualifications

• 5-8 years of experience in financial services.
• Strong analytical and financial skills essential.
• Must have FINRA registration within 150 days of starting.

Responsibilities

• Build and deepen relationships with clients in affluent segments.
• Provide holistic financial solutions based on client needs.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Financial planning

Communication skills

Attention to details

Problem-solving

Goal-oriented

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A leading financial services company seeks a seasoned professional for a Wealth Relationship Management role in San Jose, California. This position requires strong analytical skills and a proven ability to build relationships with affluent clients, offering tailored financial solutions. Candidates should have at least 5-8 years of experience and relevant FINRA registrations. A bachelor's degree is mandatory, and the role includes comprehensive compliance responsibilities. Competitive salary and benefits are offered.