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Citi

Wealth Relationship Manager

Citi

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

Posted 11/9/2026full-timeNorco • California • United StatesMid-LevelSenior💰 $78,080 - $117,120 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in building and managing relationships with High Net Worth clients while providing holistic financial solutions. Proficient in financial planning, compliance, and client engagement strategies to enhance portfolio growth and client satisfaction.

Highest-signal resume keywords
Financial PlanningClient Relationship ManagementRegulatory ComplianceAnalytical SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Planning StrategiesInvestment KnowledgeMicrosoft OfficeMoney Guide ProNaviPlan SelectKYC/AML ComplianceRisk AssessmentPortfolio ManagementClient AcquisitionEvent Organization
Soft Skills
Problem SolvingGoal-OrientedSelf-StarterAttention to DetailTeam Player
Certifications & Qualifications
US FINRA Registration: SIESeries 6Series 63Series 65Series 7Series 66Insurance Group 1Mortgage Loan Originator Registration
Industry Keywords
High Net Worth ClientsClient EngagementFinancial SolutionsCompliance ProceduresReferral Opportunities

About the role

Key responsibilities & impact
  • Identify, build, and deepen relationships with affluent and High Net Worth clients
  • Gain incremental wallet share through financial planning and discovery/profiling skills
  • Anticipate complex client financial needs and offer solutions across products, services, and tools
  • Provide holistic financial solutions covering banking, credit, and investment needs
  • Provide high-touch, face-to-face client engagement and consistent communication
  • 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 positive in-branch client experiences
  • Assess risk in business decisions and uphold compliance with laws, policies, and ethical standards
  • 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
  • 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