Private Wealth Relationship Manager

Citigroup Inc.; Santa Clara (CA); In loco; USD 88.000 - 133.000; Tempo pieno

Descrizione del lavoro

Citigroup Inc. in Santa Clara, CA is seeking a seasoned Wealth Relationship Manager to deepen client relationships and deliver holistic financial planning for affluent clients.

You will identify complex needs, coordinate with product specialists and ensure compliant, high‑touch service. Strong communication and FINRA registration is required; MS Office and planning software experience preferred.

Competenze

• 5–8 years of experience in wealth management or financial planning.
• Ability to meet FINRA and regulatory requirements.
• Proficient with financial planning software and MS Office.

Mansioni

• Identify and deepen relationships to gain wallet share among affluent and HNW clients.
• Anticipate complex financial needs and offer tailored solutions.
• Collaborate with product specialists to assess banking, credit and investment needs.
• Provide regular high-touch engagement with clients and organize meetings.
• Refer opportunities to segment partners and expand high value relationships.

Conoscenze

Financial analysis

Communication skills

Detail-oriented

Self-starter

Problem solving

Formazione

Bachelor's/University degree or equivalent experience

Strumenti

Money Guide Pro

NaviPlan Select

MS Office

Descrizione del lavoro

Citigroup Inc. in Santa Clara, CA is seeking a seasoned Wealth Relationship Manager to deepen client relationships and deliver holistic financial planning for affluent clients.

You will identify complex needs, coordinate with product specialists and ensure compliant, high‑touch service. Strong communication and FINRA registration is required; MS Office and planning software experience preferred.