Elite Wealth Advisor for High-Net-Worth Clients

Citigroup Inc.; Palo Alto (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

Citigroup is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Palo Alto. The role focuses on deepening client relationships, providing holistic financial solutions, and coordinating with product specialists to address banking, credit, and investment needs.

Responsibilities include high-touch client engagement, referrals, and maintaining KYC/AML compliance while navigating regulatory requirements. Strong communication, analytical skills, and FINRA registrations are essential.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Proficient in MS Office; experience with Money Guide Pro or NaviPlan preferred.
• Must be a self-starter and team player.
• Must meet US FINRA registrations within 150 days.
• Mortgage loan originator registration required within 150 days.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share with affluent and HNW clients.
• Anticipate complex financial needs; offer holistic solutions.
• Provide regular value-added client engagement with face-to-face meetings.
• Coordinate with product specialists to meet banking, credit and investment goals.
• Organize client events and proactively source referrals.
• Maintain regulatory and compliance standards across all activities.
• Partner with branch team to ensure positive in-branch experience.

Skills

Analytical skills

Financial skills

Verbal & written communication

MS Office (Excel, Outlook, Word)

MoneyGuidePro or NaviPlan

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Palo Alto. The role focuses on deepening client relationships, providing holistic financial solutions, and coordinating with product specialists to address banking, credit, and investment needs.

Responsibilities include high-touch client engagement, referrals, and maintaining KYC/AML compliance while navigating regulatory requirements. Strong communication, analytical skills, and FINRA registrations are essential.