Senior Wealth Relationship Manager

Citi

New York (NY)

On-site

USD 84,000 - 126,000

Full time

8 days ago

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Citi in Cerritos, California is seeking a Wealth Relationship Manager Sr. Analyst SAFE Act to deepen relationships with affluent clients and offer holistic financial planning backed by a broad product set.

The role emphasizes proactive client engagement, regulatory compliance, and collaboration with specialists to drive wallet share and client satisfaction. You will conduct high-touch, in-branch or on-site client meetings, manage referrals, and ensure adherence to FINRA and SAFE Act requirements

Qualifications

5-8 years of experience in wealth management or similar
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Proficiency with Microsoft Office and financial planning software preferred

Responsibilities

Identify, build and deepen relationships to gain wallet share of affluent clients
Anticipate client financial needs and offer holistic solutions
Coordinate with product specialists to provide financial planning services
Conduct regular face-to-face client engagements
Refer opportunities to segment partners as appropriate
Organize client events to enhance bonding
Ensure compliance with KYC/AML and regulatory procedures