Senior Wealth Relationship Manager - High Net Worth

Citi; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Citi is seeking a Wealth Relationship Manager in Los Angeles to lead high-value client engagements and build enduring relationships with affluent and high-net-worth individuals. The role emphasizes deep financial planning, portfolio reviews, and proactive client outreach in a dynamic, client-centric branch environment.

Responsibilities include proactive relationship growth, comprehensive guidance across banking, credit, and investment products, and ensuring KYC/AML compliance while delivering

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With product specialists, recognize and understand a client’s banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at client locations and consistent communication.

Job description

Citi is seeking a Wealth Relationship Manager in Los Angeles to lead high-value client engagements and build enduring relationships with affluent and high-net-worth individuals. The role emphasizes deep financial planning, portfolio reviews, and proactive client outreach in a dynamic, client-centric branch environment.

Responsibilities include proactive relationship growth, comprehensive guidance across banking, credit, and investment products, and ensuring KYC/AML compliance while delivering