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Wealth Relationship Manager information

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$28K

$80.7K

$140.5K

How much do wealth relationship manager jobs pay per year?

As of Jun 12, 2026, the average yearly pay for wealth relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What does a Wealth Relationship Manager do?

A Wealth Relationship Manager is a financial professional who helps clients manage, grow, and protect their wealth. They provide personalized financial advice, investment management, and estate planning services tailored to each client's needs and goals. Their role often includes building long-term relationships with clients, understanding their financial objectives, and recommending suitable products and strategies. They may also coordinate with other specialists, such as tax advisors and legal experts, to offer comprehensive wealth management solutions.

How does a Wealth Relationship Manager typically collaborate with other financial professionals to serve clients effectively?

Wealth Relationship Managers often work closely with a team that includes financial advisors, portfolio managers, tax specialists, and legal experts to provide holistic financial solutions for clients. Regular collaboration ensures that clients receive comprehensive advice tailored to their financial goals, whether it's investment management, estate planning, or tax optimization. Frequent team meetings and joint client consultations are common, allowing for coordinated strategies and seamless communication. This collaborative environment supports both client satisfaction and professional growth within the wealth management sector.

What are the key skills and qualifications needed to thrive as a Wealth Relationship Manager, and why are they important?

To excel as a Wealth Relationship Manager, you need a strong background in finance, investment products, and client relationship management, typically supported by a bachelor's degree in finance or related field and relevant licenses such as FINRA Series 7 or 66. Familiarity with CRM software, financial planning tools, and portfolio management systems is essential. Outstanding interpersonal skills, trustworthiness, and proactive communication help build lasting client relationships and identify new opportunities. These capabilities are crucial for delivering personalized financial advice, retaining high-net-worth clients, and achieving organizational growth.

What is the difference between Wealth Relationship Manager vs Financial Advisor?

AspectWealth Relationship ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryFinancial institutions, private banksFinancial planning firms, independent practice
Primary FocusManaging client relationships and cross-selling banking productsProviding comprehensive financial planning and investment advice

While both roles serve high-net-worth clients, Wealth Relationship Managers focus on relationship management within banking environments, emphasizing cross-selling banking products. Financial Advisors primarily provide holistic financial planning and investment advice, often working independently or within advisory firms. Understanding these distinctions helps clients and professionals choose the right service or career path.

More about Wealth Relationship Manager jobs
What cities are hiring for Wealth Relationship Manager jobs? Cities with the most Wealth Relationship Manager job openings:
What states have the most Wealth Relationship Manager jobs? States with the most job openings for Wealth Relationship Manager jobs include:
What job categories do people searching Wealth Relationship Manager jobs look for? The top searched job categories for Wealth Relationship Manager jobs are:
Wealth Relationship Manager jobs near you
Infographic showing various Wealth Relationship Manager job openings in the United States as of June 2026, with employment types broken down into 1% Internship, 39% Full Time, 54% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Wealth Relationship Manager SAFE Act - MIAMI

Wealth Relationship Manager SAFE Act - MIAMI

Citigroup, Inc.

Miami, FL • On-site

$72K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 days ago

Job description

The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires 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. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of 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's 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:
  • 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.
  • Insurance Group 1 required.
    • Must meet ALL Insurance Group 1 requirements 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

Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
Miami Florida United States
Primary Location Full Time Salary Range:
$72,880.00 - $109,320.00
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. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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:
Sep 01, 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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