Senior Wealth Relationship Manager

Citigroup Inc.; Los Gatos (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Discretionary and formulaic incentive

Medical, dental & vision coverage

401(k)

Life, accident, and disability insure.

Wellness programs

Paid time off and holidays

Job summary

Citigroup Inc. in Los Gatos, CA seeks a Private Client Relationship Manager to deepen HNW client relationships with comprehensive financial planning and advisory services.

You will lead high-touch engagements, coordinate with product specialists, and drive growth through referrals and strategic partnerships. The role requires Mandarin proficiency, FINRA registrations, and a mortgage originator license within 150 days.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Bilingual proficiency with the ability to speak Mandarin (Chinese) in a professional setting.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and Money Guide Pro or NaviPlan Select or similar planning software.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• US FINRA registrations: SIE, 6, 63, 65 OR 7 and 66 or equivalent.
• Must meet FINRA requirements within 150 days.

Responsibilities

• Identify and deepen relationships with affluent and HNW clients to gain incremental wallet share.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings.
• Expand high-value client relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisor, etc.).
• Organize client events to enhance bonding and retention.
• Acquire new clients through referrals and proactive outreach.
• Ensure compliance with KYC/AML and internal procedures.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Organization/detail orientation

Bilingual Mandarin

Self-starter/problem solving

Team player

Regulatory knowledge

Risk awareness

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citigroup Inc. in Los Gatos, CA seeks a Private Client Relationship Manager to deepen HNW client relationships with comprehensive financial planning and advisory services.

You will lead high-touch engagements, coordinate with product specialists, and drive growth through referrals and strategic partnerships. The role requires Mandarin proficiency, FINRA registrations, and a mortgage originator license within 150 days.