HNWI Wealth Advisor & Relationship Lead

Citigroup Inc.; Vienna (VA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citigroup Inc. in Vienna, VA seeks a seasoned Wealth Relationship Manager to develop relationships with affluent clients and deliver holistic financial solutions.

The role emphasizes discovery, profiling, and a broad product suite to meet complex client needs while maintaining strict compliance and regulatory standards. The candidate collaborates with product specialists, leads high-touch client engagements, and expands portfolio through referrals.

Qualifications

• 5-8 years of experience.
• 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 preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required 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.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan

Self-starter

Problem solving

Team player

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Vienna, VA seeks a seasoned Wealth Relationship Manager to develop relationships with affluent clients and deliver holistic financial solutions.

The role emphasizes discovery, profiling, and a broad product suite to meet complex client needs while maintaining strict compliance and regulatory standards. The candidate collaborates with product specialists, leads high-touch client engagements, and expands portfolio through referrals.