Senior Wealth Relationship Manager

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions.

The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial planning tools; you will work on site with a team to deliver value-added wealth management services and ensure regulatory compliance.

Qualifications

• 5-8 years of experience in wealth management or financial planning preferred.
• Strong analytical and financial skills for evaluating client needs and solutions.
• Excellent verbal and written communication with attention to detail.
• Must be a self-starter, problem solver and team player with the ability to work with minimal direction.

Responsibilities

• Identify and deepen relationships to grow wallet share with affluent and HNW clients.
• Assess client financial needs and present holistic solutions across products and services.
• Collaborate with product specialists to tailor banking, credit and investment strategies.
• Conduct regular client engagement meetings and coordinate events to strengthen relationships.
• Ensure compliance with KYC/AML and Citi policies in all client interactions.

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter / problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions.

The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial planning tools; you will work on site with a team to deliver value-added wealth management services and ensure regulatory compliance.