Wealth Relationship Manager - Chinatown Clay

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

Wealth Relationship Manager - Chinatown Clay

Location(s):

San Francisco, California, United States

Job Type:

On-Site/Resident

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. 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. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. 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