Senior Wealth Relationship Manager – HNW Solutions

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor cash, credit and investment strategies.

The role requires strong communication, analytical skills, and compliance with regulatory requirements.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Organized with meticulous attention to detail.
• Experience with financial planning software preferred.

Responsibilities

• Identify, build and deepen relationships to gain wallet share among affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Collaborate with product specialists to tailor banking, credit and investment plans.
• Foster high-touch engagement with clients through face-to-face meetings at preferred locations.
• Drive referrals and coordinate with segment partners to expand the client base.
• Ensure adherence to KYC/AML and regulatory guidelines.

Skills

Relationship building

Financial analysis

Communication

Attention to detail

Microsoft Office

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor cash, credit and investment strategies.

The role requires strong communication, analytical skills, and compliance with regulatory requirements.