Wealth Relationship Manager

About the Role

Citi is hiring a Wealth Relationship Manager (SAFE Act Sr. Analyst) at its San Fernando Valley branches. A senior role focused on building and deepening relationships with affluent and High Net Worth clients through financial planning and holistic product solutions.

Pay: $83,920–$125,880/year Employment: Full-time | On-site

What You'll Do

• Build and deepen relationships with affluent and High Net Worth clients using financial planning and discovery skills
• Anticipate complex financial needs and offer solutions across Citi's full range of products and services
• Work with product specialists to recognize banking, credit, and investment needs
• Proactively source, acquire, and expand high-value customer relationships
• Refer opportunities to segment partners (lending, financial advisors, small business, etc.)
• Organize client events to enhance bonding and portfolio growth
• Convert referral leads to new clients; manage follow-up per regulatory and compliance procedures
• Partner with all branch team roles to ensure positive in-branch client experiences

Requirements

• 5–8 years of relevant experience
• Strong analytical and financial skills; strong written and verbal communication
• Knowledge of Microsoft Office; experience with MoneyGuidePro, NaviPlan, or similar financial planning software preferred
• Self-starter, problem solver, goal-oriented team player
• Required FINRA registrations: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or equivalent) — must meet ALL within 150 days of start
• Insurance Group 1 license required within 150 days of start

Pay & Benefits

$83,920–$125,880/year. Citi offers competitive benefits including medical, dental & vision, 401(k), life and disability insurance, paid time off, and discretionary and formulaic incentive and retention awards.