Wealth Relationship Manager

Citi

Wealth Relationship Manager identifying and deepening relationships with affluent clients. Anticipating financial needs and providing holistic financial solutions while ensuring compliance with regulations.

Posted 7/6/2026full-timeSan Lorenzo • California • 🇺🇸 United StatesMid-LevelSenior💰 $88,400 - $132,600 per yearWebsite

About the role

Key responsibilities & impact

Identify, build and deepen relationships with affluent and High Net Worth clients
Anticipate financial needs and offer solutions through a range of products and services
Provide regular value-added engagement with clients
Proactively source, acquire and expand high value customer relationships
Organize client events to enhance bonding
Ensure adherence to compliance norms and procedures

Requirements

What you’ll need

5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to details
Knowledge of Microsoft Office (Excel, Outlook, and Word)
experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
Insurance Group 1 required

Benefits

Comp & perks

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial Planning StrategiesAnalytical SkillsAttention to DetailClient EngagementCompliance Adherence

Soft Skills

Organizational SkillsRelationship Building

Certifications

SIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1