Wealth Relationship Manager: Private Banking & High-Touch

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

Job summary

Citi in Glendale, CA is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients, delivering holistic financial planning and advisory solutions. The role requires leveraging product specialists and maintaining strong regulatory discipline.

Excellent communication and analytical skills are essential, with 5–8 years of experience and FINRA registration within 150 days. On-site role with a focus on Private Client Coverage and comprehensive Citi benefits.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Experience with Money Guide Pro or NaviPlan Select preferred.
• Must meet US FINRA registration requirements within 150 days.

Responsibilities

• Identify, build 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 meet client needs.
• Provide regular high-touch client engagement and face-to-face meetings.
• Master referral opportunities to grow portfolio.
• Adhere to regulatory and compliance procedures and KYC/AML norms.

Skills

Analytical skills

Financial skills

Verbal and written communication

Attention to detail

Team player

Self-starter

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Glendale, CA is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients, delivering holistic financial planning and advisory solutions. The role requires leveraging product specialists and maintaining strong regulatory discipline.

Excellent communication and analytical skills are essential, with 5–8 years of experience and FINRA registration within 150 days. On-site role with a focus on Private Client Coverage and comprehensive Citi benefits.