Premier Wealth Relationship Manager

Citi; Mountain View (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a Private Client Coverage professional in Mountain View, CA, to deepen relationships with affluent clients, tailor holistic financial plans, and coordinate with product specialists. The role emphasizes high-touch engagement, proactive referrals, and strict regulatory adherence.

You will work with a team to deliver comprehensive banking, credit, and investment solutions, with in-branch collaboration and client events to strengthen relationships.

Qualifications

• 5–8 years of experience in financial services or private client coverage.
• Strong analytical and financial skills with client profiling.
• Proven ability to understand investment and financial planning strategies.
• Must meet US FINRA registration requirements within 150 days.
• Mortgage loan originator registration may be required in some roles.

Responsibilities

• Identify and deepen relationships with affluent and HNW clients for wallet share growth.
• Anticipate client needs and offer holistic financial solutions across products and services.
• Provide regular value-added engagement with high-touch, face-to-face meetings at client locations.
• Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
• Organize client events and acquire new clients via referrals.
• Ensure compliance with KYC/AML and regulatory procedures.
• Collaborate with branch team to ensure a positive in-branch experience.

Skills

Financial analysis

Verbal & written communication

Attention to detail

Self-starter / problem-solver

Regulatory & compliance awareness

FINRA & licensing awareness

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Outlook

Word

Job description

Citi is seeking a Private Client Coverage professional in Mountain View, CA, to deepen relationships with affluent clients, tailor holistic financial plans, and coordinate with product specialists. The role emphasizes high-touch engagement, proactive referrals, and strict regulatory adherence.

You will work with a team to deliver comprehensive banking, credit, and investment solutions, with in-branch collaboration and client events to strengthen relationships.