Elite Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst to build and deepen relationships with affluent clients in La Cañada Flintridge, California. The ideal candidate will have 5-8 years of experience, strong analytical skills, and familiarity with financial planning software. Responsibilities include anticipating client needs, managing compliance and risk, and providing holistic solutions through collaboration with product specialists. This position offers various employee benefits, including medical coverage and a 401(k) plan.

Qualifications

• 5-8 years of experience required.
• Must be a self-starter and problem solver.
• Required US FINRA Registration and Insurance Group 1.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer solutions.
• Proactively source and expand high value customer relationships.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst to build and deepen relationships with affluent clients in La Cañada Flintridge, California. The ideal candidate will have 5-8 years of experience, strong analytical skills, and familiarity with financial planning software. Responsibilities include anticipating client needs, managing compliance and risk, and providing holistic solutions through collaboration with product specialists. This position offers various employee benefits, including medical coverage and a 401(k) plan.