Senior Wealth Relationship Manager — La Cañada

Citi; New York (NY); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements.

The ideal candidate has 5-8 years of related experience, strong analytical and communication skills, and a bachelor’s degree. Competitive salary with full benefits package is offered.

Qualifications

• 5-8 years of experience in wealth management or financial services.
• Strong attention to detail in financial planning.
• Self-starter with problem-solving abilities.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide comprehensive financial solutions.
• Manage client follow-up and adhere to compliance processes.

Skills

Analytical skills

Financial skills

Communication skills

Customer relationship management

Education

Bachelor’s/University degree

Tools

Microsoft Office Suite

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements.

The ideal candidate has 5-8 years of related experience, strong analytical and communication skills, and a bachelor’s degree. Competitive salary with full benefits package is offered.