Wealth Relationship Manager — Private Client Growth

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

Job summary

Citi seeks a Wealth Relationship Manager in San Jose to deepen client relationships and deliver holistic financial planning. You will work with affluent clients, identifying their banking, credit, and investment needs and presenting tailored solutions.

Role requires 5–8 years' experience, FINRA registrations, and mortgage origination eligibility. On-site in Los Gatos/San Jose with emphasis on compliance and high-touch service.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Mortgage loan originator registration required (NMLS) within 150 days of starting.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• Provide holistic financial solutions by understanding client banking, credit and investment needs with product specialists.
• Engage with clients through high-touch, in-branch meetings at preferred locations with regular communication and client events.
• Refer opportunities to segment partners and manage referrals to enhance portfolio growth.
• Source and acquire high-value clients, expand relationships, and maintain compliant practices.

Skills

Analytical skills

Communication skills

Organizational skills

MS Office

Money Guide Pro / NaviPlan

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Job description

Citi seeks a Wealth Relationship Manager in San Jose to deepen client relationships and deliver holistic financial planning. You will work with affluent clients, identifying their banking, credit, and investment needs and presenting tailored solutions.

Role requires 5–8 years' experience, FINRA registrations, and mortgage origination eligibility. On-site in Los Gatos/San Jose with emphasis on compliance and high-touch service.