Elite Wealth Relationship Manager

Citigroup Inc.; Santa Clara (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. seeks a seasoned Sr. Analyst in Wealth Relationship Management in Santa Clara.

You will identify and deepen high-net-worth client relationships using deep profiling, offering holistic financial solutions with a broad product suite. You will engage clients face-to-face, plan events, and leverage referrals to grow the portfolio. Role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations; mortgage loan originator registration must be

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient with Microsoft Office and financial planning tools.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

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 complex financial needs and offer solutions via a wide range of products and tools based on client profiling.
• With product specialists, recognize and understand client banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client locations, consistent communications.
• Master referral opportunities to grow the portfolio.
• Proactively source, acquire and expand high-value customer relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance client bonding.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

Leadership

Financial planning knowledge

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citigroup Inc. seeks a seasoned Sr. Analyst in Wealth Relationship Management in Santa Clara.

You will identify and deepen high-net-worth client relationships using deep profiling, offering holistic financial solutions with a broad product suite. You will engage clients face-to-face, plan events, and leverage referrals to grow the portfolio. Role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations; mortgage loan originator registration must be