Senior Wealth Relationship Manager | Private Client

Citi; New York (NY); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Health insurance

Job summary

Citi is seeking a Wealth Relationship Manager in Naperville, IL to deepen client relationships and deliver holistic financial planning. You will advise on a broad range of products, coordinate with specialists, and drive high-touch client engagement in a compliant, client-first environment.

The role requires 5–8 years of experience, strong analytical and communication skills, and the ability to work with a team to grow assets and deliver exceptional service.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication abilities.
• Detail-oriented with strong organizational skills.

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.
• Provide regular value-added engagement with clients through high-touch, in-person meetings.
• Master referrals to grow the portfolio and coordinate with segment partners.
• Ensure KYC/AML compliance and adhere to all regulatory requirements.
• Collaborate with branch team to ensure a positive in-branch experience.

Skills

Strong analytical skills

Strong written & verbal communication

Organized with attention to detail

Self-starter & problem solver

Team player with goal orientation

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Naperville, IL to deepen client relationships and deliver holistic financial planning. You will advise on a broad range of products, coordinate with specialists, and drive high-touch client engagement in a compliant, client-first environment.

The role requires 5–8 years of experience, strong analytical and communication skills, and the ability to work with a team to grow assets and deliver exceptional service.