Senior Wealth Relationship Manager for HNW Clients

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

Job summary

Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and compliant risk management.

Responsibilities include identifying opportunities to grow wallet share, conducting client profiling, and coordinating with Lending, Financial Advisors and partners to deliver holistic solutions.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and financial skills necessary.
• Excellent verbal and written communication abilities.
• Proficient with MS Office; experience with financial planning tools preferred.
• FINRA registrations or suitability to obtain within 150 days of starting.

Responsibilities

• Identify, build and deepen relationships to grow wallet share with affluent clients.
• Anticipate clients' complex financial needs and offer holistic solutions.
• Collaborate with product specialists to tailor recommendations.
• Provide high-touch client engagement and regular follow-ups.
• Coordinate with segment partners to deliver comprehensive services.

Skills

Analytical skills

Verbal & written communication

Attention to detail

Self-starter, problem solver

Microsoft Office proficiency

Education

Bachelor's degree or equivalent

Tools

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and compliant risk management.

Responsibilities include identifying opportunities to grow wallet share, conducting client profiling, and coordinating with Lending, Financial Advisors and partners to deliver holistic solutions.