Wealth Relationship Manager for HNWI Clients

Citi; Vienna (VA); On-site; USD 119,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Paid time off

Job summary

Citi is seeking a Wealth Relationship Manager in Vienna, VA, to deepen client relationships among affluent and high net worth individuals. You will assess complex financial needs and tailor comprehensive solutions across banking, investments, and credit products.

You will work with product specialists and maintain high-touch engagement, including client events and regular communications. Strong FINRA credentials and mortgage licensing are required for this role.

Qualifications

• Bachelor's/University degree or equivalent experience.
• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Must meet US FINRA Registration: SIE, Series 6/63/65 or Series 7/66.
• Must meet Insurance Group 1 requirements.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to assess client goals.
• Provide high-touch, face-to-face client engagement and regular follow-ups.
• Source and expand high-value client relationships through referrals.
• Coordinate with branch partners to ensure positive client experiences.
• Ensure compliance with KYC/AML and regulatory requirements.

Skills

Analytical skills

Financial skills

Verbal and written communication

Self-starter

Team leadership / coaching

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Vienna, VA, to deepen client relationships among affluent and high net worth individuals. You will assess complex financial needs and tailor comprehensive solutions across banking, investments, and credit products.

You will work with product specialists and maintain high-touch engagement, including client events and regular communications. Strong FINRA credentials and mortgage licensing are required for this role.