Senior Wealth Relationship Manager

Citibank (Switzerland) AG; Los Gatos, Northern (CA, KY); Hybrid; USD 88,000 - 133,000; Full time

Job summary

Citigroup seeks a Wealth Relationship Manager in the San Jose area to deepen relationships with affluent clients through holistic financial planning and proactive engagement. You will identify client needs, offer solutions across banking, credit and investments, and coordinate with product specialists to deliver tailored advice.

The role requires strong analytical and communication skills, FINRA registrations, and a proactive, self-starting approach.

Qualifications

• 5-8 years of experience in financial services or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.

Responsibilities

• Identify, build and deepen client relationships to gain wallet share in affluent and high net worth segments.
• Anticipate client financial needs and propose holistic solutions using a range of products and services.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings and continuous communication.

Skills

Analytical skills

Communication

Attention to detail

Microsoft Office

Financial planning software

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup seeks a Wealth Relationship Manager in the San Jose area to deepen relationships with affluent clients through holistic financial planning and proactive engagement. You will identify client needs, offer solutions across banking, credit and investments, and coordinate with product specialists to deliver tailored advice.

The role requires strong analytical and communication skills, FINRA registrations, and a proactive, self-starting approach.