Wealth Relationship Manager - HNW Solutions

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

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Upland, CA to deepen relationships with affluent and high-net-worth clients through tailored financial planning and investment solutions. The role emphasizes expert client profiling, in-person engagement, and close collaboration with specialists.

The ideal candidate will have 5–8 years’ experience, strong analytical and communication skills, and FINRA registration readiness.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of experience in wealth management or financial planning.
• Strong analytical, communication and interpersonal skills.
• Proficiency with MS Office; familiarity with planning software preferred.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide high-touch engagement with clients through face-to-face meetings and seminars.
• Coordinate with product specialists and partners to serve client needs.
• Ensure KYC/AML compliance and risk controls.

Skills

Analytical skills

Financial analysis

Verbal communication

Written communication

Attention to detail

Self-starter

Team player

Problem solving

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Excel

Outlook

Word

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Upland, CA to deepen relationships with affluent and high-net-worth clients through tailored financial planning and investment solutions. The role emphasizes expert client profiling, in-person engagement, and close collaboration with specialists.

The ideal candidate will have 5–8 years’ experience, strong analytical and communication skills, and FINRA registration readiness.