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Private Wealth Relationship Manager

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-10-16
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

Citigroup Inc. in Santa Clara, CA is seeking a seasoned Wealth Relationship Manager to deepen client relationships and deliver holistic financial planning for affluent clients.

You will identify complex needs, coordinate with product specialists and ensure compliant, high‑touch service. Strong communication and FINRA registration is required; MS Office and planning software experience preferred.

The Private Wealth Relationship Manager position in the Finance, Sales field is open for applications.

Learn more about the Private Wealth Relationship Manager role in the description above.

We appreciate your interest in this position.

Join Citigroup Inc. and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Private Wealth Relationship Manager role at Citigroup Inc., based in Santa Clara, CA, United States.

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