Elite Wealth Relationship Manager – AVP

Citi; River Forest (IL); On-site; USD 78,000 - 117,000; Full time

Job summary

Citi in River Forest, IL, seeks an experienced Private Client professional to deepen relationships with affluent clients through financial planning and discovery. You will offer holistic solutions across banking, investments, and credit, partnering with specialists to tailor strategies to each client’s goals in a high‑touch, in‑branch setting.

Responsibilities include onboarding new clients, organizing client events, maintaining KYC/compliance, and collaborating with branch partners to ensure

Qualifications

• 5-8 years of experience in financial services or client advisory.
• Strong analytical and financial skills.
• Knowledge of financial planning concepts and strategies.
• Experience with MS Office and planning software is preferred.
• Must be a self-starter, problem solver and team player.

Responsibilities

• Identify and deepen relationships with affluent clients to gain wallet share.
• Offer holistic financial solutions across banking, credit and investments.
• Partner with product specialists to tailor client strategies.
• Provide high-touch engagement with face-to-face meetings.
• Onboard new clients and organize client events.
• Ensure KYC/AML and regulatory compliance.
• Collaborate with branch roles to deliver excellent in-branch experiences.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

Team player

Money Guide Pro

NaviPlan Select

Microsoft Excel

Microsoft Outlook

Microsoft Word

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in River Forest, IL, seeks an experienced Private Client professional to deepen relationships with affluent clients through financial planning and discovery. You will offer holistic solutions across banking, investments, and credit, partnering with specialists to tailor strategies to each client’s goals in a high‑touch, in‑branch setting.

Responsibilities include onboarding new clients, organizing client events, maintaining KYC/compliance, and collaborating with branch partners to ensure