Wealth Relationship Architect for High-Net-Worth

Citibank (Switzerland) AG; Palm Springs, Northern (CA, KY); Hybrid; USD 78,000 - 117,000; Full time

Job summary

Citibank (Switzerland) AG in Palm Springs, CA, seeks a Wealth Relationship Manager to deepen relationships with affluent clients and deliver holistic financial planning. You will lead discovery, profiling, and regular client engagement to provide tailored banking and investment solutions.

The role requires 5–8 years of experience, strong communication skills, and regulatory compliance with FINRA registrations. A Bachelor’s degree and proficiency in planning software are preferred.

Qualifications

• 5–8 years of experience in wealth planning or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication; detail oriented.
• Knowledge of MS Office and financial planning software preferred.
• FINRA registrations required or equivalent.

Responsibilities

• Identify and deepen client relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to tailor banking and investment plans.
• Maintain high-touch client engagement with regular meetings and events.
• Ensure compliance with KYC/AML and regulatory standards.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Self-starter

Problem solving

Team player

Organized

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citibank (Switzerland) AG in Palm Springs, CA, seeks a Wealth Relationship Manager to deepen relationships with affluent clients and deliver holistic financial planning. You will lead discovery, profiling, and regular client engagement to provide tailored banking and investment solutions.

The role requires 5–8 years of experience, strong communication skills, and regulatory compliance with FINRA registrations. A Bachelor’s degree and proficiency in planning software are preferred.