Senior Wealth Relationship Manager

Citigroup Inc.; Mountain View (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with regulations.

Ideal candidates have 5-8 years of experience, strong analytical skills, and the ability to work effectively under pressure. Citi offers competitive benefits and encourages career development for its employees.

Qualifications

• 5-8 years of experience in financial services.
• Must have US FINRA Registration: SIE, Series 6, 63 and 65 or Series 7 and 66.
• Required to register as a mortgage loan originator.

Responsibilities

• Build and deepen relationships with affluent clients.
• Understand and anticipate complex financial needs of clients.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical and financial skills

Communication skills

Attention to detail

Self-starter

Problem-solving

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with regulations.

Ideal candidates have 5-8 years of experience, strong analytical skills, and the ability to work effectively under pressure. Citi offers competitive benefits and encourages career development for its employees.