Wealth Relationship Manager

Citi

. Identify, build and deepen relationships to gain incremental wallet share of affluent and High Net Worth clients .

Posted 11/9/2026full-timeTarzana • California • United StatesMid-LevelSenior💰 $83,920 - $125,880 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing relationships with affluent and High Net Worth clients, providing tailored financial solutions while adhering to compliance and regulatory standards. Proficient in financial planning strategies and tools, with strong analytical and communication skills to enhance client engagement and portfolio growth.

Highest-signal resume keywords

5-8 Years Of ExperienceStrong Analytical SkillsStrong Verbal And Written Communication SkillsCurrent US FINRA Registration: SIE, Series 6, 63, And 65 OR Series 7 And 66Insurance Group 1

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning StrategiesInvestment KnowledgeClient Relationship ManagementRisk AssessmentRegulatory ComplianceKYC/AML ProceduresMicrosoft Office (Excel, Outlook, Word)Money Guide ProNaviPlan SelectPortfolio Growth Strategies

Soft Skills

Problem SolverGoal-OrientedOrganizedAttention To DetailTeam Player

Certifications & Qualifications

Current US FINRA RegistrationInsurance Group 1Mortgage Loan Originator Registration

Industry Keywords

Affluent ClientsHigh Net Worth ClientsClient EngagementReferral OpportunitiesClient EventsFinancial SolutionsCompliance ProceduresEthical JudgmentTransparent EscalationClient Bonding

About the role

Key responsibilities & impact

Identify, build and deepen relationships to gain incremental wallet share of affluent and High Net Worth clients
Anticipate complex financial needs and offer solutions through a wide range of products, services and tools
Recognize clients' banking, credit and investment needs and goals to provide holistic financial solutions
Provide regular value-added client engagement through high-touch, face-to-face meetings, consistent communication and seminars
Master referral opportunities to grow the portfolio
Source, acquire and expand high-value customer relationships
Refer opportunities to segment partners including Lending Consultants, Financial Advisors, Small Business Partners and Relationship Managers
Organize client events to enhance client bonding
Acquire new clients by converting referral leads
Manage client follow-up and adhere to regulatory and compliance procedures
Ensure KYC/AML and other compliance requirements are followed
Partner with branch team roles to ensure a positive in-branch client experience
Assess risk in business decisions and safeguard Citi, its clients and assets through compliance, ethical judgment and transparent escalation and reporting
Coach and train new recruits
Assume informal or formal leadership roles within teams

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, 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
Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citibank for mortgage needs
Must maintain and renew mortgage loan originator registration annually and update registration information timely
Bachelor's/University degree or equivalent experience

Benefits

Comp & perks

Discretionary and formulaic incentive and retention awards
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