Private Wealth Advisor – High Net Worth Relations

Citigroup Inc.; Santa Clara (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. in Santa Clara, CA seeks a seasoned Wealth Relationship Manager (Branch) to deepen affluent client relationships and deliver holistic financial planning solutions.

The role requires deep subject matter expertise, strong communication, and the ability to lead teams and coach new recruits. You will work face-to-face with clients, coordinate with product specialists, and responsibly refer opportunities to partners while maintaining strict KYC/AML compliance and regulatory standards.

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 Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning 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 product specialists, recognize and understand a client's banking, credit and investment needs 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 relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (Lending Consultants, Financial Advisor, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance procedures.
• Ensure KYC/AML and other compliance norms are strictly adhered.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk when making business decisions with integrity and compliance.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Santa Clara, CA seeks a seasoned Wealth Relationship Manager (Branch) to deepen affluent client relationships and deliver holistic financial planning solutions.

The role requires deep subject matter expertise, strong communication, and the ability to lead teams and coach new recruits. You will work face-to-face with clients, coordinate with product specialists, and responsibly refer opportunities to partners while maintaining strict KYC/AML compliance and regulatory standards.