Private Client Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Rockville, Maryland, is seeking a seasoned Wealth Relationship Manager to deepen relationships with affluent clients and deliver holistic financial planning. You will lead engaging, in-person client interactions and guide teams to meet complex objectives.

With 5–8 years in wealth management, you will coordinate with product specialists, ensure KYC/AML compliance, and drive compliant growth by leveraging referrals and strategic partnerships.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Money Guide Pro or NaviPlan Select experience preferred.
• Self-starter and goal-oriented team player.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent/HNW clients.
• Anticipate complex financial needs and offer solutions across products and tools.
• Collaborate with product specialists to provide holistic financial planning.
• Provide regular high-touch engagement with clients through face-to-face meetings.
• Develop and leverage referral opportunities to grow the portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to partners (Lending, Financial Advisor, etc.).
• Organize client events to strengthen client bonding.
• Acquire new clients via referrals and proactive outreach.
• Manage follow-up and adhere to regulatory/compliance procedures.
• Ensure KYC/AML and other compliance norms are followed.
• Partner with branch team for a positive in-branch client experience.
• Assess risk and uphold Citi’s reputation and compliance.

Skills

Strong analytical skills

Strong communication skills

Detail oriented

Self-starter

Team player

Education

Bachelor’s/University degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Rockville, Maryland, is seeking a seasoned Wealth Relationship Manager to deepen relationships with affluent clients and deliver holistic financial planning. You will lead engaging, in-person client interactions and guide teams to meet complex objectives.

With 5–8 years in wealth management, you will coordinate with product specialists, ensure KYC/AML compliance, and drive compliant growth by leveraging referrals and strategic partnerships.