Wealth Relationship Manager — Private Banking Growth

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi seeks a Wealth Relationship Manager for Daly City, CA, focusing on building and deepening relationships with affluent and high-net-worth clients. You will offer holistic financial planning and tailored solutions while maintaining strong in-branch engagement.

The role emphasizes compliance, collaboration with product specialists, and driving portfolio growth through high-touch client service and events.

Qualifications

• Requires 5–8 years of experience in financial services.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented and organized.
• Familiar with Money Guide Pro or NaviPlan.
• Must meet US FINRA registrations (SIE, Series 6/63/65 or 7/66).
• Mortgage licensing registration within 150 days.

Responsibilities

• Build and deepen relationships to gain wallet share with affluent/HNW clients.
• Identify complex financial needs and offer holistic solutions.
• Provide regular high-touch engagement with clients at preferred locations.
• Refer opportunities to segment partners as appropriate.
• Ensure KYC/AML compliance and risk assessment.
• Organize client events to strengthen bonds.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Microsoft Office

Education

Bachelor's/University degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi seeks a Wealth Relationship Manager for Daly City, CA, focusing on building and deepening relationships with affluent and high-net-worth clients. You will offer holistic financial planning and tailored solutions while maintaining strong in-branch engagement.

The role emphasizes compliance, collaboration with product specialists, and driving portfolio growth through high-touch client service and events.