Senior Private Wealth Relationship Manager

Citi

Whittier (CA)

On-site

USD 84,000 - 126,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off & holidays

Job summary

Citi in Whittier, CA is seeking a seasoned Wealth Relationship Manager to deepen relationships with affluent clients and deliver comprehensive financial planning and advisory services. You will identify client needs, present holistic wealth solutions, and coordinate with specialists to address banking, credit and investment goals.

The role emphasizes high-touch engagement, regulatory compliance including KYC/AML, and successful collaboration with cross-functional partners.

Qualifications

5-8 years of experience in wealth management or advisory roles.
Strong analytical and financial skills.
Excellent verbal and written communication.
Organized with strong attention to detail.
Familiarity with financial planning software and MS Office.

Responsibilities

Identify, build and deepen relationships to gain wallet share with affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Collaborate with product specialists to assess banking, credit and investment needs.
Provide high-touch engagement with regular in-person client meetings.
Master referral opportunities to grow the portfolio.
Source, acquire and expand high-value client relationships.
Ensure compliance with KYC/AML and regulatory procedures.
Coordinate with branch team to ensure positive client experiences.