Senior Wealth Relationship Manager for HNW Clients

Citigroup Inc.; Santa Clara (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life insurance

Job summary

A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have 5-8 years of relevant experience, strong analytical skills, and be proficient with financial software tools. This role provides a competitive salary range between $88,400 - $132,600, alongside attractive employee benefits.

Qualifications

• 5-8 years of experience in financial planning or related fields.
• Strong analytical and financial skills are required.
• Excellent communication skills in both verbal and written forms.

Responsibilities

• Build and deepen client relationships for financial growth.
• Offer solutions tailored to complex client financial needs.
• Ensure compliance with all regulatory standards in client interactions.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Detail-oriented

Self-starter

Problem solving

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have 5-8 years of relevant experience, strong analytical skills, and be proficient with financial software tools. This role provides a competitive salary range between $88,400 - $132,600, alongside attractive employee benefits.