Wealth Relationship Manager

Citi

Wealth Relationship Manager developing and deepening high-value client relationships with financial planning expertise. Provide tailored solutions and proactive engagement to affluent clients, ensuring compliance and risk management.

Posted 7/15/2026full-timeRockville • District of Columbia, Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $83,920 - $125,880 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, with a strong focus on compliance and regulatory adherence. Proficient in utilizing financial planning software and tools to deliver tailored solutions for High Net Worth clients.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementRegulatory ComplianceAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesKYC/AML ComplianceMicrosoft OfficeMoney Guide ProNaviPlan SelectSales TechniquesRisk AssessmentDetail OrientationProblem Solving

Soft Skills

Goal-OrientedTeam PlayerSelf-StarterOrganizational SkillsInterpersonal Skills

Tools & Technologies

Financial Planning SoftwareMicrosoft ExcelMicrosoft OutlookMicrosoft Word

Certifications & Qualifications

US FINRA Registration: SIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1Mortgage Loan Originator Registration

Industry Keywords

High Net Worth ClientsAffluent SegmentClient ProfilingReferral OpportunitiesClient EngagementPortfolio GrowthCompliance NormsFinancial SolutionsClient EventsBranch Team Collaboration

About the role

Key responsibilities & impact

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.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered.
Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

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) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
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.
Insurance Group 1 required.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs.

Benefits

Comp & perks

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