Elite Wealth Advisor & Client Strategist

Citi; Mountain View (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi in Mountain View, CA, is seeking a Wealth Relationship Manager (Banking) to expand client relationships, assess complex financial needs, and deliver holistic planning solutions. The role requires FINRA registrations and Mortgage Loan Originator compliance, with a focus on high-touch client engagement and cross-team collaboration.

Primary location is Mountain View, with a salary range of $88,400–$132,600 annually. Citi offers comprehensive benefits and an equal opportunity environment.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS) and to provide the unique identifier to consumers as required by SAFE Act regulations and Citi policies.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning 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 product specialists, recognize and address a client's banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at client locations and ongoing communication.
• Master referral opportunities to grow the portfolio and proactively source high-value customers.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding and acquire new clients through referrals.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures (KYC/AML).
• Assess risk when making business decisions, ensuring Citi's reputation and compliance with laws and policies.

Skills

Analytical skills

Verbal communication

Written communication

Attention to detail

Self-starter / problem solver

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi in Mountain View, CA, is seeking a Wealth Relationship Manager (Banking) to expand client relationships, assess complex financial needs, and deliver holistic planning solutions. The role requires FINRA registrations and Mortgage Loan Originator compliance, with a focus on high-touch client engagement and cross-team collaboration.

Primary location is Mountain View, with a salary range of $88,400–$132,600 annually. Citi offers comprehensive benefits and an equal opportunity environment.