Private Wealth Relationship Advisor

Citi; Arcadia (CA); On-site; USD 92,000 - 126,000; Full time

Benefits offered by this job

Medical benefits

401(k)

Wellness programs

Paid time off

Job summary

Citi is seeking a Wealth Relationship Manager SAFE Act in Los Angeles, CA to identify and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and solutions. You will conduct high-touch, in-branch engagements, leveraging product specialists to meet complex needs.

You will manage referrals, coordinate with partners, and ensure regulatory compliance, including KYC/AML and mortgage origination registration requirements.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication abilities.
• Highly organized with attention to detail.

Responsibilities

• Identify and deepen relationships to gain wallet share among affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Master referral opportunities and expand high-value customer relationships.
• Coordinate with branch partners to ensure compliant, positive client experiences.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager SAFE Act in Los Angeles, CA to identify and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and solutions. You will conduct high-touch, in-branch engagements, leveraging product specialists to meet complex needs.

You will manage referrals, coordinate with partners, and ensure regulatory compliance, including KYC/AML and mortgage origination registration requirements.