Senior Wealth Relationship Manager

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

Job summary

Citibank (Switzerland) AG in Santa Clara, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and a broad range of banking, credit, and investment solutions. You will meet clients face-to-face, identify opportunities, and coordinate with product specialists to tailor plans.

The role requires 5-8 years of experience, strong analytical and communication skills, and familiarity with planning tools; regulatory and

Qualifications

• 5-8 years of experience in financial planning or wealth management.
• Strong analytical and financial skills; good communication abilities.
• Experience with financial planning software preferred (Money Guide Pro / NaviPlan).
• Must meet US FINRA registration requirements and insurance standards.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent clients.
• Anticipate complex financial needs and provide holistic solutions across banking, credit and investments.
• Coordinate with product specialists to tailor financial plans and recommendations.
• Engage clients through regular meetings, seminars and value-added services.
• Ensure KYC/AML compliance and adhere to regulatory policies.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Team player

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG in Santa Clara, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and a broad range of banking, credit, and investment solutions. You will meet clients face-to-face, identify opportunities, and coordinate with product specialists to tailor plans.

The role requires 5-8 years of experience, strong analytical and communication skills, and familiarity with planning tools; regulatory and