Elite Wealth Relationship Manager
Listed on 2026-10-07
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Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Banking & Finance
Citi Private Client Coverage is seeking a seasoned financial planning professional in San Francisco to deepen wallet share with affluent clients. You will engage in face-to-face meetings, assess holistic financial needs, and offer tailored solutions across investments, banking, and credit products.
You will collaborate with product specialists, refer opportunities to partners, and ensure strict adherence to KYC/AML and regulatory standards while expanding high-value client relationships.
Step into the Elite Wealth Relationship Manager role at Citi in San Francisco, CA, United States and grow with us.
All applications are reviewed carefully by our team.
The position is based in San Francisco, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 88..
We aim to respond to suitable candidates as soon as possible.
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