Senior Wealth Relationship Manager – San Francisco

Citi; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

Citi is hiring a Wealth Relationship Manager - Chinatown Clay in San Francisco, CA. This on-site role focuses on wealth relationship management, with senior analyst experience and SAFE Act responsibilities. You will contribute to process improvements and lead teams as needed.

The role demands strong analytical and diplomatic skills, with leadership in coaching and mentoring new recruits across projects and geography. Citi offers a dynamic, high-impact environment for career growth.

Qualifications

• Requires in-depth disciplinary knowledge and strong communication and diplomacy skills.
• Regularly assumes informal/formal leadership role within teams.
• Involved in coaching and training of new recruits.

Responsibilities

• The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role.
• Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.
• Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
• Strong communication and diplomacy skills required.
• Regularly assumes informal/formal leadership role within teams.
• Involved in coaching and training of new recruits.
• Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel

Job description

Citi is hiring a Wealth Relationship Manager - Chinatown Clay in San Francisco, CA. This on-site role focuses on wealth relationship management, with senior analyst experience and SAFE Act responsibilities. You will contribute to process improvements and lead teams as needed.

The role demands strong analytical and diplomatic skills, with leadership in coaching and mentoring new recruits across projects and geography. Citi offers a dynamic, high-impact environment for career growth.