Senior Wealth Relationship Manager - Private Banking

Citi; Palo Alto (CA); On-site; USD 80,000 - 133,000; Full time

Job summary

Citi in Palo Alto, CA seeks a seasoned Wealth Relationship Mgmt. Sr Analyst to deepen relationships with affluent clients and deliver holistic financial planning integrating banking, credit and investment needs.

This role emphasizes regulatory adherence, risk assessment, and proactive referrals within a collaborative branch team. Required 5–8 years of relevant experience, strong analytical and communication skills, and FINRA registrations or mortgage licensing readiness.

Qualifications

• 5–8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and tools.
• Provide holistic financial solutions with banking, credit and investment needs.
• Maintain high-touch client engagement with face-to-face meetings at preferred locations.
• Master referral opportunities to grow portfolio and expand high-value relationships.
• Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
• Organize client events to strengthen client bonding and loyalty.
• Acquire new clients through referrals and follow-up.
• Adhere to all Regulatory and Compliance procedures incl. KYC/AML.
• Assess risk in business decisions, uphold Citi’s standards and ethics.

Skills

Experience 5-8 yrs

Analytical skills

Verbal & written communication

Organized with detail

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Palo Alto, CA seeks a seasoned Wealth Relationship Mgmt. Sr Analyst to deepen relationships with affluent clients and deliver holistic financial planning integrating banking, credit and investment needs.

This role emphasizes regulatory adherence, risk assessment, and proactive referrals within a collaborative branch team. Required 5–8 years of relevant experience, strong analytical and communication skills, and FINRA registrations or mortgage licensing readiness.