Elite Wealth Relationship Advisor

Citi; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) plan

Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management in San Francisco, CA, focusing on delivering holistic financial solutions to High Net Worth clients.

The role emphasizes building trust, deepening relationships, and coordinating with product specialists to meet client goals. The position requires strong analytical skills, banking and investment knowledge, and adherence to regulatory and compliance standards.

Qualifications

• 5-8 years of experience in wealth management or financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must be a self-starter, problem solver and team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, understand banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value client relationships.
• Refer opportunities to segment partners and coordinate with branch team to ensure positive client experiences.
• Ensure adherence to KYC/AML and compliance procedures.

Skills

Analytical skills

Financial analysis

Communication

Detail oriented

Self-starter

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst for Wealth Relationship Management in San Francisco, CA, focusing on delivering holistic financial solutions to High Net Worth clients.

The role emphasizes building trust, deepening relationships, and coordinating with product specialists to meet client goals. The position requires strong analytical skills, banking and investment knowledge, and adherence to regulatory and compliance standards.