Senior Wealth Relationship Manager

Citibank (Switzerland) AG; Los Angeles (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off packages

Job summary

Citibank (Switzerland) AG is looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial solutions.

The successful candidate will have 5-8 years of experience, excellent communication abilities, and a Bachelor's degree or equivalent experience. Compliance with regulatory requirements is crucial.

Citibank offers competitive salary ranges between $83,920 and $125,880, alongside various employee benefits like medical coverage, retirement plans, and paid time off.

Qualifications

• 5-8 years of experience in financial services or related fields.
• Strong analytical and financial skills required.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Provide holistic financial solutions based on client profiling.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Financial planning skills

Verbal communication

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 looking for a Wealth Relationship Manager to build and deepen relationships with affluent clients in Los Angeles, California. This role demands strong analytical skills and financial expertise to provide clients with comprehensive financial solutions.

The successful candidate will have 5-8 years of experience, excellent communication abilities, and a Bachelor's degree or equivalent experience. Compliance with regulatory requirements is crucial.

Citibank offers competitive salary ranges between $83,920 and $125,880, alongside various employee benefits like medical coverage, retirement plans, and paid time off.