Senior Wealth Relationship Manager for HNW Clients

Citi; Anaheim (CA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k)

Life, disability insurance

Paid time off

Job summary

Citi is seeking a Wealth Relationship Manager in Temple City, CA. You will identify and deepen relationships with affluent and high-net-worth clients, offering comprehensive financial planning and investment services.

Regular in-person engagements, referrals, and collaboration with product specialists are key components of the role. Expect to manage complex client needs, maintain KYC/AML compliance, and operate under SAFE Act mortgage-originator requirements.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills are essential.
• Organized with strong attention to detail and accuracy.
• Proficient in Microsoft Office; experience with financial planning software preferred.

Responsibilities

• Identify and deepen relationships to grow wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide high-touch, in-person client engagement and ongoing communication.
• Coordinate with product specialists to address banking, credit and investment goals.
• Proactively source, acquire and expand high-value client relationships.
• Refer opportunities to segment partners and ensure regulatory compliance.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Detail orientation

Microsoft Office

Money Guide Pro

NaviPlan Select

Self-starter

Problem solving

Regulatory knowledge

Education

Bachelor’s/University degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Temple City, CA. You will identify and deepen relationships with affluent and high-net-worth clients, offering comprehensive financial planning and investment services.

Regular in-person engagements, referrals, and collaboration with product specialists are key components of the role. Expect to manage complex client needs, maintain KYC/AML compliance, and operate under SAFE Act mortgage-originator requirements.