Wealth Relationship Manager | Private Client Growth

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

Job summary

Citi is seeking a Wealth Relationship Manager for the DMV Market. The role focuses on building relationships with affluent clients, identifying their complex financial needs, and delivering holistic financial planning solutions through in-branch interactions and coordinated referrals.

Ideal candidates have 5–8 years of experience, regulatory registrations, and familiarity with planning tools. Location includes Rockville, MD, with on-site work and a solid compensation range.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of experience in wealth management or financial planning.
• Knowledge of financial planning software is preferred.
• Must meet FINRA registrations within 150 days of starting.
• Mortgage loan originator registration requirements to be met.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery and profiling skills.
• Anticipate complex financial needs and offer holistic solutions with a wide range of products and tools.
• Collaborate with product specialists to address banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch, in-person meetings.
• Master referral opportunities to grow the portfolio.

Skills

Strong analytical skills

Strong verbal and written skills

Detail oriented

Self-starter

Problem solver

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager for the DMV Market. The role focuses on building relationships with affluent clients, identifying their complex financial needs, and delivering holistic financial planning solutions through in-branch interactions and coordinated referrals.

Ideal candidates have 5–8 years of experience, regulatory registrations, and familiarity with planning tools. Location includes Rockville, MD, with on-site work and a solid compensation range.