Wealth Relationship Manager: HNW Growth & Planning

Citi; New York (NY); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Vienna, VA is seeking a Wealth Relationship Manager to build and deepen relationships with high-net-worth clients, offering holistic financial solutions and personalized service.

The role involves proactive client engagement, collaboration with product specialists, and a strong focus on regulatory compliance and risk management to protect client interests and Citi's reputation.

Qualifications

• 5–8 years of experience in related roles.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Detail-oriented with excellent organization.
• Proficient in Microsoft Office and financial planning software.
• Must obtain US FINRA registrations within 150 days.

Responsibilities

• Identify and deepen relationships to grow wallet share.
• Anticipate client needs and offer holistic financial solutions.
• Collaborate with product specialists to assess banking, credit and investment needs.
• Maintain regular high-touch engagement with clients.
• Master referral opportunities to grow portfolio.
• Source and expand high-value client relationships.
• Refer opportunities to branch partners.
• Organize client events to strengthen relationships.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree

Tools

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citi in Vienna, VA is seeking a Wealth Relationship Manager to build and deepen relationships with high-net-worth clients, offering holistic financial solutions and personalized service.

The role involves proactive client engagement, collaboration with product specialists, and a strong focus on regulatory compliance and risk management to protect client interests and Citi's reputation.