Senior Private Wealth Relationship Manager

Citibank (Switzerland) AG

Washington (Washington County)

On-site

Confidential

Full time

6 days ago

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Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability 보험

Wellness programs

Planned time off (vacation)

Unplanned time off (sick leave)

Paid holidays

Job summary

Citibank (Switzerland) AG is seeking a seasoned Wealth Relationship Management Sr. Analyst for its branch in Washington, DC.

The role focuses on deepening client relationships within the affluent and High Net Worth segment, delivering holistic financial solutions with product specialists, and maintaining strict KYC/AML compliance. The incumbent will lead client engagements, organize events, and collaborate with branch teams to ensure exceptional in-branch experiences while navigating regulatory

Qualifications

5-8 years of experience in wealth management or financial planning.
Strong analytical and financial skills are required.
Excellent verbal and written communication skills.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
Understand client needs and offer holistic financial solutions with product specialists.
Provide regular value-added engagement with clients through meetings and proactive communication.