Senior Wealth Relationship Manager (HNW)

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

Job summary

Citi is hiring a Wealth Relationship Manager in the South San Francisco/Daly City area. The role is on-site and targets affluent clients with personalized financial planning and investment guidance.

The position requires active FINRA registrations and mortgage origination requirements; you will engage clients face-to-face, coordinate with product specialists, and manage risk to ensure compliant, high-quality service.

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.
• Highly organized with strong attention to detail.
• Proficient with Microsoft Office; experience with planning software preferred.

Responsibilities

• Identify and deepen relationships to grow wallet share with affluent and HNW clients.
• Anticipate client financial needs and offer holistic solutions across products.
• Provide regular value-add engagement with clients through meetings and seminars.
• Partner with branch team to ensure compliant, high-quality client experiences.
• Refer opportunities to segment partners and coordinate with specialists.

Skills

Strong analytical skills

Strong communication skills

Detail oriented

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is hiring a Wealth Relationship Manager in the South San Francisco/Daly City area. The role is on-site and targets affluent clients with personalized financial planning and investment guidance.

The position requires active FINRA registrations and mortgage origination requirements; you will engage clients face-to-face, coordinate with product specialists, and manage risk to ensure compliant, high-quality service.