Private Wealth Relationship Manager

Citi; Town of Vienna (WI); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Vienna, VA is seeking a Wealth Relationship Manager to drive high-net-worth client engagement and deliver holistic financial planning solutions. You will identify and deepen relationships, anticipate complex financial needs, and coordinate with product specialists to tailor banking, credit and investment offerings.

The role emphasizes compliant, sophisticated advisory services, regular client touchpoints, and proactive portfolio growth within Citi’s Wealth Management framework.

Qualifications

• Bachelor’s/University degree or equivalent experience.
• Experience with investment and financial planning strategies.
• Experience with Money Guide Pro or NaviPlan.
• Must be a self-starter, problem solver and goal-oriented team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer solutions across products/services.
• With product specialists, recognize client banking, credit and investment needs to provide holistic solutions.
• Provide regular high-touch engagement with clients through meetings at their preferred location and ongoing communication.
• Master referral opportunities to grow portfolio.
• Source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance bonding.
• Acquire new clients through referral leads.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

MS Office

Money Guide Pro

NaviPlan

Investment knowledge

Self-starter

Team player

FINRA SIE

Series 7/66

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan

Job description

Citi in Vienna, VA is seeking a Wealth Relationship Manager to drive high-net-worth client engagement and deliver holistic financial planning solutions. You will identify and deepen relationships, anticipate complex financial needs, and coordinate with product specialists to tailor banking, credit and investment offerings.

The role emphasizes compliant, sophisticated advisory services, regular client touchpoints, and proactive portfolio growth within Citi’s Wealth Management framework.