Senior Wealth Advisor | HNW Client Relationships

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance.

You will work closely with product specialists to address client needs in a high-touch, face-to-face setting. The position requires 5–8 years of experience, FINRA registrations, and mortgage origination readiness.

Qualifications

• Bachelor's degree or equivalent experience.
• 5–8 years of experience in wealth management or financial planning.
• Current US FINRA registrations: SIE, Series 6/63/65 or 7/66 (or equivalent).
• Mortgage loan originator registration required within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent clients.
• Anticipate financial needs and offer holistic solutions across products.
• Provide regular value-added engagement with clients through high-touch meetings.
• Coordinate with branch team to ensure a positive in-branch experience.
• Refer opportunities to segment partners as needed.
• Organize client events to strengthen relationships.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan Select

Self-starter

FINRA registration

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance.

You will work closely with product specialists to address client needs in a high-touch, face-to-face setting. The position requires 5–8 years of experience, FINRA registrations, and mortgage origination readiness.