Elite Wealth Relationship Manager - On-Site

Citi; New York (NY); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi is hiring a Wealth Relationship Manager for Temple City, CA, to cultivate affluent client relationships and deliver holistic financial planning solutions. The role emphasizes strong client engagement, regulatory adherence, and collaboration with product specialists.

Required licenses include FINRA registrations and mortgage licensing responsibilities. This position involves on-site work and requires a proactive, client-focused approach within Citi's Private Client Coverage team.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at preferred locations.
• Propagate referrals and source high-value client relationships while ensuring regulatory compliance.

Skills

Relationship building

Financial analysis

Regulatory knowledge

Communication skills

Organizational skills

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is hiring a Wealth Relationship Manager for Temple City, CA, to cultivate affluent client relationships and deliver holistic financial planning solutions. The role emphasizes strong client engagement, regulatory adherence, and collaboration with product specialists.

Required licenses include FINRA registrations and mortgage licensing responsibilities. This position involves on-site work and requires a proactive, client-focused approach within Citi's Private Client Coverage team.