Senior Wealth Relationship Manager - Private Banking

Citi; San Jose (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi’s Wealth Relationship Management team is hiring a seasoned professional to deepen relationships with affluent and high-net-worth clients in the San Jose area. The role emphasizes financial planning, discovery, profiling, and holistic solutions across Citi’s product suite.

The position requires 5-8 years of experience, strong analytical and communication skills, and FINRA licensing readiness. Salesforce/CRM and regulatory compliance are integral to daily activities.

Qualifications

• 5-8 years of experience in wealth management or a related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of MS Office and financial planning software.
• FINRA registrations required (SIE, Series 6/63/65 or 7/66) or equivalent.
• Mortgage loan originator registration and compliance awareness.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Collaborate with product specialists to tailor banking, credit and investment solutions.
• Provide high-touch, face-to-face engagement and regular client communications.
• Master referral opportunities to grow portfolio and source new clients.
• Ensure regulatory and compliance procedures are followed at all times.

Skills

Analytical skills

Communication skills

Detail-oriented

Regulatory knowledge

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi’s Wealth Relationship Management team is hiring a seasoned professional to deepen relationships with affluent and high-net-worth clients in the San Jose area. The role emphasizes financial planning, discovery, profiling, and holistic solutions across Citi’s product suite.

The position requires 5-8 years of experience, strong analytical and communication skills, and FINRA licensing readiness. Salesforce/CRM and regulatory compliance are integral to daily activities.