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Wealth Relationship Manager - HNW Financial Advisor
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-08-27
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Citigroup Inc. is seeking a Wealth Relationship Manager in Rockville, MD to deepen relationships with affluent clients through comprehensive financial planning, cash flow analysis, and investment guidance.
The role emphasizes high-touch engagement, regulatory compliance, and collaborating with product specialists to tailor holistic banking and investment solutions. Qualified candidates typically have 5–8 years of relevant experience, strong communication skills, and FINRA registrations.
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