Senior Wealth Relationship Advisor – HNW Banking

Citibank (Switzerland) AG; Mountain View (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs and offer a comprehensive range of financial products.

This full-time role requires 5-8 years of experience, with a strong emphasis on financial planning and regulatory compliance. Competitive salary range is $88,400 - $132,600, complemented by an array of benefits including health coverage and retirement plans.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Strong verbal and written communication skills.
• Self-starter with problem-solving capabilities.

Responsibilities

• Identify and build relationships with affluent clients.
• Offer solutions through diverse financial products.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Communication skills

Financial planning software

Attention to detail

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs and offer a comprehensive range of financial products.

This full-time role requires 5-8 years of experience, with a strong emphasis on financial planning and regulatory compliance. Competitive salary range is $88,400 - $132,600, complemented by an array of benefits including health coverage and retirement plans.