Senior Wealth Advisor for High-Net-Worth Clients

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi, a leading financial services company, invites applications for a Wealth Relationship Manager role in San Francisco’s Inner Richmond. This full-time, on-site position focuses on serving affluent clients with comprehensive financial planning and investment solutions.

You will identify and deepen relationships, assess client needs, and collaborate with product specialists to deliver holistic financial outcomes. Strong analytical, communication, and regulatory compliance skills are essential.

Qualifications

• Bachelor's degree or higher
• 5-8 years of relevant experience
• Strong analytical and financial skills
• Strong verbal and written communication
• Organized with high attention to detail
• Proficiency in Microsoft Office and financial planning software such as Money Guide Pro or NaviPlan
• Must meet US FINRA Registration requirements within 150 days of starting
• Mortgage loan originator registration may be required per SAFE Act

Responsibilities

• Identify, build and deepen relationships with affluent/HNW clients to grow wallet share
• Anticipate complex financial needs and offer holistic solutions
• Coordinate with product specialists to meet client goals
• Provide high-touch, in-branch client engagement and regular communication
• Source and expand high value client relationships
• Refer opportunities to segment partners and maintain compliant operations
• Organize client events to strengthen relationships

Skills

Financial analysis

Communication skills

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan

Self-starter

FINRA Registration

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan

Job description

Citi, a leading financial services company, invites applications for a Wealth Relationship Manager role in San Francisco’s Inner Richmond. This full-time, on-site position focuses on serving affluent clients with comprehensive financial planning and investment solutions.

You will identify and deepen relationships, assess client needs, and collaborate with product specialists to deliver holistic financial outcomes. Strong analytical, communication, and regulatory compliance skills are essential.