Wealth Relationship Manager - HNW Advisory (La Canada)

Citibank (Switzerland) AG; California (MO); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in La Canada Flintridge, California, to deepen relationships with affluent and High Net Worth clients. This full-time position emphasizes financial planning, compliance with regulations, and proactive client engagement.

The ideal candidate will have a Bachelor's degree and 5-8 years of relevant experience. Responsibilities include offering tailored financial solutions, facilitating strong client relationships, and adhering to compliance standards.

Competitive salary range is $83,920 - $125,880, alongside comprehensive employee benefits.

Qualifications

• 5-8 years of experience in financial services or a related field.
• Strong analytical and financial skills with attention to detail.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.

Responsibilities

• Build relationships to increase wallet share in affluent segments.
• Anticipate clients' complex financial needs and offer comprehensive solutions.
• Conduct face-to-face meetings and organize client events.

Skills

Analytical skills

Financial planning

Communication skills

Customer relationship management

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in La Canada Flintridge, California, to deepen relationships with affluent and High Net Worth clients. This full-time position emphasizes financial planning, compliance with regulations, and proactive client engagement.

The ideal candidate will have a Bachelor's degree and 5-8 years of relevant experience. Responsibilities include offering tailored financial solutions, facilitating strong client relationships, and adhering to compliance standards.

Competitive salary range is $83,920 - $125,880, alongside comprehensive employee benefits.