Wealth Relationship Manager - San Francisco (Noriega Street)

Wealth Relationship Manager - San Francisco (Noriega Street) at Citi

The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in‑depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. It integrates subject matter and industry expertise within a defined area and requires an in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. The role evaluates moderately complex and variable issues with substantial potential impact, where development of an approach or taking action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. It requires strong analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources, strong communication and diplomacy skills, and regularly assumes an informal / formal leadership role within teams. The individual is involved in coaching and training of new recruits, significantly impacts project size, geography, etc. by influencing decisions through advice, counsel and / or facilitating services to others in the area of specialization, and works and performs all teams in the area directly affected by the performance of the individual.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value‑added engagement with clients—high touch, face‑to‑face meetings at client‑preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC / AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

Education

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Available offerings may vary by jurisdiction, job level, and date of hire. For additional information regarding Citi employee benefits, please visit citibenefits.com.

Anticipated Posting Close Date : Oct 22, 2025

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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