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Citi
Citi
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Citi is a global banking and financial services company serving consumers, corporations, governments, and institutions. Its offerings span consumer banking, credit cards, wealth management, corporate banking, and investment banking, supported by operations in more than 100 countries. As a large international finance organization, Citi brings together teams working across banking, financial services, and fintech.
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Wealth Relationship Manager – San Jose Onsite

Manage relationships with affluent and high-net-worth clients for Citi’s private banking business. Deliver financial planning, investment, credit, and banking solutions through San Jose-area branches.

USUnited StatesCACalifornia
$88,400 – $132,600 / year
On-siteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSales

Description

  • Build and expand relationships with affluent and high-net-worth clients to increase portfolio share
  • Use financial planning, discovery, and client profiling to uncover needs
  • Anticipate complex financial needs and recommend relevant products, services, and tools
  • Deliver comprehensive financial solutions in partnership with product specialists
  • Maintain high-touch, face-to-face client engagement and consistent communication
  • Develop referral opportunities to grow the client portfolio
  • Source, acquire, and expand valuable customer relationships
  • Refer qualified opportunities to Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers
  • Coordinate client events that strengthen relationships
  • Convert referral leads into new client relationships
  • Manage client follow-up while meeting regulatory and compliance requirements
  • Complete KYC/AML and other required compliance procedures
  • Work with branch team members to create positive in-branch client experiences
  • Evaluate business risks and protect the firm’s reputation, clients, and assets
  • Maintain compliance with applicable laws, rules, regulations, and policies
  • Use sound ethical judgment and transparently escalate, manage, and report control issues
  • Coach and train new team members
  • Take on formal or informal leadership responsibilities within the team

Requirements

  • 5–8 years of experience
  • Strong analytical and financial capabilities
  • Strong written and verbal communication skills
  • Excellent organization and attention to detail
  • Proficiency with Microsoft Office, including Excel, Outlook, and Word
  • Experience with Money Guide Pro, NaviPlan Select, or comparable financial planning software preferred
  • Basic knowledge of investment and financial planning strategies preferred
  • Self-directed, solutions-oriented, goal-focused team player who can work independently
  • Current US FINRA registration required: SIE, Series 6, 63, and 65, or Series 7 and 66, or equivalent
  • Complete all US FINRA registration requirements within 150 days of starting
  • Insurance Group 1 certification required, with all requirements completed within 150 days of starting
  • Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring clients to Citibank for mortgage services
  • Maintain and renew mortgage loan originator registration annually and update registration information promptly
  • Bachelor’s or university degree, or equivalent experience

Benefits

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

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