Senior Wealth Relationship Strategist

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi is seeking a Wealth Relationship Manager to deepen relationships with affluent and high-net-worth clients across branch networks in the Santa Clara/Fremont area. The role emphasizes holistic financial planning, proactive advisory, and high-touch client engagement at preferred locations.

The position requires strong analytical skills, regulatory knowledge, and the ability to coordinate with product specialists to deliver tailored financial solutions while maintaining strict KYC/AML standards.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
• Strong analytical, financial, and communication skills.
• Experience with client profiling, KYC/AML and regulatory compliance.

Responsibilities

• Identify and deepen relationships with affluent and HNW clients to grow wallet share.
• Anticipate client financial needs and offer holistic solutions across products and services.
• Provide high-touch, face-to-face engagement and planning support at preferred client locations.
• Refer opportunities to partners (Lending, Financial Advisor, etc.) and organize client events.
• Ensure compliance with all regulatory requirements and internal policies.

Skills

Analytical skills

Financial acumen

Verbal & written communication

Attention to detail

Self-starter

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi is seeking a Wealth Relationship Manager to deepen relationships with affluent and high-net-worth clients across branch networks in the Santa Clara/Fremont area. The role emphasizes holistic financial planning, proactive advisory, and high-touch client engagement at preferred locations.

The position requires strong analytical skills, regulatory knowledge, and the ability to coordinate with product specialists to deliver tailored financial solutions while maintaining strict KYC/AML standards.