Senior Wealth Relationship Manager for HNW Clients

Citigroup Inc.; Rockville (MD); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Wellness programs

Job summary

Citigroup Inc. in Rockville, MD seeks a Wealth Relationship Manager to deepen relationships with affluent and high-net-worth clients through holistic financial planning and proactive discovery.

You will coordinate with product specialists to address banking, credit and investments, delivering high-touch service at client locations. This role requires 5–8 years of experience, FINRA registrations, and strong analytical, communication and organizational skills.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Conduct regular high-touch, face-to-face meetings at client locations and provide value-added engagements.
• Reference opportunities to segment partners (Lending Consultants, Financial Advisors, etc.).
• Organize client events to strengthen client bonding.
• Ensure KYC/AML and other regulatory compliance.
• Collaborate with branch team to ensure positive in-branch experience.
• Assess risk in line with Citi policies and escalate issues.

Skills

Strong analytical skills

Excellent communication skills

Detail-oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citigroup Inc. in Rockville, MD seeks a Wealth Relationship Manager to deepen relationships with affluent and high-net-worth clients through holistic financial planning and proactive discovery.

You will coordinate with product specialists to address banking, credit and investments, delivering high-touch service at client locations. This role requires 5–8 years of experience, FINRA registrations, and strong analytical, communication and organizational skills.