Elite Wealth Relationship Manager

Citi; Washington (District of Columbia); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Life & disability insurance

Wellness programs

Paid time off

Job summary

Citi in Washington, DC is seeking an experienced Private Client Specialist within Private Client Coverage to deepen relationships with affluent clients and provide holistic financial planning solutions. The role demands proactive client engagement, regulatory compliance, and cross-functional collaboration with product specialists.

Applicants should have 5–8 years of experience, a strong analytical background, and FINRA registrations.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry").
• Experience with MS Office and financial planning software is preferred.

Responsibilities

• Identify and deepen relationships with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients with high-touch meetings.
• Grow portfolio through referrals and new client acquisition.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Relationship management

Financial analysis

Communication skills

Attention to detail

MS Office (Excel/Outlook/Word)

Money Guide Pro / NaviPlan

Regulatory knowledge

Self-starter

US FINRA registration

Mortgage licensing (NMLS)

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Washington, DC is seeking an experienced Private Client Specialist within Private Client Coverage to deepen relationships with affluent clients and provide holistic financial planning solutions. The role demands proactive client engagement, regulatory compliance, and cross-functional collaboration with product specialists.

Applicants should have 5–8 years of experience, a strong analytical background, and FINRA registrations.