Elite Wealth Relationship Manager

Citigroup Inc.; Burbank (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst to cultivate and deepen relationships with affluent clients. This seasoned professional will provide tailored financial solutions and ensure compliance with regulatory standards. The role demands strong analytical, communication, and organizational skills, with a focus on enhancing client experiences through personal engagement.

Ideal candidates have 5-8 years in financial services, possess a related degree, and are proficient with financial planning software. Citigroup fosters an inclusive workplace and is committed to equal opportunity for all employees.

Qualifications

• 5-8 years of experience in financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with attention to detail.
• Self-starter, problem solver, and goal-oriented team player.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate client needs and offer tailored solutions.
• Manage compliance with KYC/AML regulations.
• Organize client events to enhance bonding.
• Assess risk effectively in business decisions.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Microsoft Office

Financial planning software

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst to cultivate and deepen relationships with affluent clients. This seasoned professional will provide tailored financial solutions and ensure compliance with regulatory standards. The role demands strong analytical, communication, and organizational skills, with a focus on enhancing client experiences through personal engagement.

Ideal candidates have 5-8 years in financial services, possess a related degree, and are proficient with financial planning software. Citigroup fosters an inclusive workplace and is committed to equal opportunity for all employees.