Elite Wealth Relationship Advisor

Citi

San Jose (CA)

On-site

USD 88,000 - 133,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, disability insurance

Paid time off

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management in San Jose, CA.

The role focuses on identifying and deepening relationships with affluent and high-net-worth clients, delivering holistic financial planning and a wide range of banking and investment solutions. Responsibilities include proactive client engagement, collaboration with product specialists, and adherence to regulatory and compliance requirements.

Qualifications

Bachelor's degree or equivalent experience.
FINRA registrations required: SIE, Series 6/63/65 or Series 7/66.
Mortgage loan originator registration required under SAFE Act.
5–8 years of experience in wealth management or financial planning.
Strong analytical and communication skills.
Proficiency with Microsoft Office; experience with planning software preferred.

Responsibilities

Identify and deepen relationships to gain incremental wallet share among affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions across products and services.
Work with product specialists to address banking, credit, and investment needs.
Provide regular value-added engagement with clients through high-touch meetings.
Source, acquire and expand high-value client relationships; maximize sales opportunities.
Refer opportunities to segment partners when appropriate.
Organize client events to strengthen client bonds.
Ensure compliance with KYC/AML and regulatory guidelines.