Wealth Relationship Manager

Citi

. Identify, build, and deepen relationships with affluent and High Net Worth clients .

Posted 11/6/2026full-timeFresno • California • United StatesMid-LevelSenior💰 $78,080 - $117,120 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, client relationship management, and compliance with regulatory requirements. Proficient in utilizing financial planning software and possesses strong analytical and communication skills to effectively engage High Net Worth clients.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementUS FINRA RegistrationKYC/AML ComplianceAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning StrategiesInvestment KnowledgeMicrosoft OfficeMoney Guide ProNaviPlan SelectAttention to DetailRisk ManagementClient Follow-UpProblem SolvingGoal-Oriented

Soft Skills

Verbal CommunicationWritten CommunicationOrganizational SkillsTeam PlayerSelf-Starter

Certifications & Qualifications

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

Industry Keywords

High Net Worth ClientsAffluent ClientsClient EventsReferral OpportunitiesCompliance ProceduresControl IssuesClient ExperiencesFinancial SolutionsBanking NeedsInvestment Goals

About the role

Key responsibilities & impact

Identify, build, and deepen relationships with affluent and High Net Worth clients
Provide financial planning and conduct discovery and profiling
Anticipate complex client financial needs and offer solutions across products, services, and tools
Recognize banking, credit, and investment needs and goals to provide holistic financial solutions
Engage clients through face-to-face meetings, consistent communication, seminars, and other value-added interactions
Develop 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
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 client experiences
Assess and manage risk, safeguard Citi and client assets, and escalate, manage, and report control issues transparently
Coach and train new recruits

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
Self-starter, problem solver, and 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
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 vacation/planned time off
Paid sick leave/unplanned time off
Paid holidays