Wealth Relationship Manager - South Florida

About the Position

Wealth Relationship Manager - South Florida

We are seeking a Wealth Relationship Manager for our South Florida branch to manage affluent client relationships and drive business growth.

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's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales 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 the 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.

Requirements

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Life insurance license required.
  • Must meet life insurance license requirement within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

• Bachelor's/University degree or equivalent experience

We Offer

• Salary Range: $72,880.00 - $109,320.00
• Competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
• Discretionary and formulaic incentive and retention awards.

About the Company

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

Locations: Boca Raton, Palm Beach Gardens, Coral Gables, North Miami Beach, Fort Lauderdale, Key Biscayne, Miami, Florida, United States

Job Type: On-Site/Resident

Posted: Feb. 10, 2026

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: Boca Raton, Florida, United States

Primary Location Full Time Salary Range: $72,880.00 - $109,320.00

Most Relevant Skills: Please see the requirements listed above.

Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date: Not specified

Automated Processing and AI: We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making.

Global Benefits: Discover the top benefits offered to our global workforce, designed to support your well-being, growth, and work-life balance. Explore a few of the highlights that make working with us rewarding.

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.