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Senior Private Wealth Relationship Manager

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Sacbar
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 88000 - 133000 USD Yearly USD 88000.00 133000.00 YEAR
Job Description & How to Apply Below

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco, focusing on affluent and high-net-worth clients. You will analyze needs, provide holistic financial solutions, and lead client engagement with a strong compliance mindset.

Role requires 5–8 years of experience, FINRA registrations, and mortgage origination responsibilities, with a focus on building trusted client relationships and achieving growth targets.

We would love to welcome a new Senior Private Wealth Relationship Manager to our team in San Francisco, CA, United States.

Our organisation is growing, and we are hiring a Senior Private Wealth Relationship Manager in San Francisco, CA, United States.

This opportunity is for the Senior Private Wealth Relationship Manager role at Sacbar.

We are seeking a motivated Senior Private Wealth Relationship Manager to join Sacbar in San Francisco, CA, United States.

Position Requirements
10+ Years work experience
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