Wealth Relationship Manager

Citi

Wealth Relationship Manager building affluent and high-net-worth client relationships for Citi’s private banking business. Delivering holistic financial, credit and investment solutions while growing portfolios.

Posted 8/4/2026full-timeMiramar • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $72,880 - $109,320 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and managing relationships with High Net Worth clients while providing comprehensive financial solutions. Proficient in compliance procedures, financial planning strategies, and effective communication to enhance client engagement and satisfaction.

Highest-signal resume keywords

Client Relationship ManagementFinancial Planning SoftwareUS FINRA RegistrationsAnalytical SkillsCompliance Procedures

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesKYC/AML ComplianceMicrosoft ExcelMicrosoft WordMicrosoft Outlook

Soft Skills

Verbal CommunicationWritten CommunicationOrganizationAttention to DetailProblem Solving

Tools & Technologies

Money Guide ProNaviPlan Select

Certifications & Qualifications

Life Insurance LicenseSIESeries 6Series 63Series 65Series 7Series 66

Industry Keywords

High Net Worth ClientsClient EngagementPortfolio GrowthReferral OpportunitiesClient Events

About the role

Key responsibilities & impact

Identify, build and deepen relationships with affluent and High Net Worth clients to gain incremental wallet share
Anticipate complex client financial needs and offer solutions across products, services and tools
Provide holistic banking, credit and investment solutions with support from product specialists
Deliver regular value-added client engagement, including face-to-face meetings, consistent communication and seminars
Develop referral opportunities to grow the portfolio
Source, acquire and expand high-value customer relationships
Refer opportunities to lending, financial advisor, small business and relationship management partners
Organize client events to enhance client bonding
Acquire new clients by converting referral leads
Manage client follow-up and comply with regulatory and compliance procedures
Ensure KYC/AML and other compliance requirements are followed
Partner with branch team roles to ensure positive in-branch client experiences
Assess risk and safeguard the firm's reputation, clients and assets while escalating and reporting control issues transparently

Requirements

What you’ll need

5–8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Strong organization and attention to detail
Knowledge of Microsoft Office, including Excel, Outlook and Word
Experience using Money Guide Pro, NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Self-starter, problem solver and goal-oriented team player able to work without direction
Current US FINRA registrations: 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
Life insurance license required; must meet the requirement within 150 days of starting
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring mortgage clients
Bachelor's/University degree or equivalent experience

Benefits

Comp & perks

Medical, dental and vision coverage
401(k)
Life, accident and disability insurance
Wellness programs
Paid vacation/planned time off
Paid sick leave/unplanned time off
Paid holidays
Discretionary and formulaic incentive and retention awards for eligible employees