Wealth Relationship Manager

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

Posted 9/25/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $88,400 - $132,600 per yearWebsite

Key responsibilities & impact

Identify, build, and deepen relationships with affluent and High Net Worth clients
Gain incremental wallet share through financial planning, discovery, and profiling
Anticipate complex client financial needs and offer solutions across products, services, and tools
Provide holistic financial solutions with support from product specialists
Conduct high-touch, face-to-face client meetings and maintain consistent communication
Use referral opportunities to grow the portfolio
Source, acquire, and expand high-value customer relationships
Refer opportunities to Lending Consultants, Financial Advisors, Small Business Partners, Relationship Managers, and other segment partners
Organize client events to enhance client relationships
Acquire new clients by converting referral leads
Manage client follow-up and comply with regulatory and compliance procedures
Adhere to KYC/AML and other compliance requirements
Partner with branch team members to ensure positive in-branch client experiences
Assess risk in business decisions and safeguard Citi, its clients, and assets
Coach and train new recruits
Influence decisions through advice, counsel, and facilitation within the area of specialization

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 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
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 for mortgage needs
Must maintain and renew mortgage loan originator registration annually and update registration information timely
Bachelor's/University degree or equivalent experience

Comp & perks

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