Wealth Relationship Manager - Outer Richmond / Irving
CitigroupSan Francisco, CA · full time · Senior
$88,400 – $132,600
Listed on Citigroup’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
A relationship manager role for affluent clients at a major bank, building wealth management portfolios through client discovery, financial planning, and referrals. Suited to experienced finance professionals with strong sales instincts and compliance knowledge who can manage complex client needs across banking, credit, and investment products.
Our summary, not Citigroup’s wording. The full posting is on their site.
Skills this role names
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What they ask for
Required
- 5–8 years of experience in wealth management or financial services
- Current US FINRA registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent
- Insurance Group 1 license
- Mortgage loan originator registration with SAFE Act compliance
- Bachelor's degree or equivalent experience
- Strong analytical and financial skills
- Excellent verbal and written communication
Nice to have
- Knowledge of financial planning and investment strategies
- Experience with Money Guide Pro, NaviPlan Select, or similar financial planning software