Senior Wealth Relationship Manager

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi is seeking a Wealth Relationship Manager in the San Jose area to deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and tailored banking solutions at client-preferred locations. This role emphasizes proactive client engagement, referrals, and adherence to regulatory standards.

Your experience in wealth management, client advisory skills, and ability to coordinate across teams will support Citi's Private Client Coverage objectives.

Qualifications

• 5-8 years of experience in wealth management or financial services.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Highly organized with strong attention to detail.
• Proficient with MS Office and familiarity with planning software.

Responsibilities

• Identify, build and deepen relationships to gain wallet share from affluent and HNW clients with financial planning and profiling.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients through high-touch, in-branch interactions.
• Drive referrals and grow client portfolio.
• Collaborate with product specialists to address banking, credit and investment needs.

Skills

Experience 5-8 years

Analytical skills

Verbal and written communication

Attention to detail

MS Office proficiency

Financial planning software

Self-starter / problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in the San Jose area to deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and tailored banking solutions at client-preferred locations. This role emphasizes proactive client engagement, referrals, and adherence to regulatory standards.

Your experience in wealth management, client advisory skills, and ability to coordinate across teams will support Citi's Private Client Coverage objectives.