Private Wealth Relationship Advisor

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

Job summary

Citigroup Inc. in San Jose, California seeks a Wealth Relationship Management Sr. Analyst SAFE Act.

It is a seasoned professional role applying in-depth disciplinary knowledge to improve processes and workflows, coordinating with teams to achieve branch and function objectives. The position focuses on building relationships with affluent and high-net-worth clients, assessing needs, and delivering holistic financial solutions while ensuring compliance with FINRA rules and SAFEs Act requirements.

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 planning software (Money Guide Pro / NaviPlan).
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• Current US FINRA registration requirements within 150 days.
• Insurance Group 1 required.
• Must register as a mortgage loan originator and provide Registry ID as required.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit and investment goals.
• Provide regular high-touch engagement with clients, including face-to-face meetings.
• Proactively source and expand high-value customer relationships.
• Refer opportunities to segment partners when appropriate.
• Organize client events to enhance client bonding.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Strong analytical skills

Strong verbal & written communication

Detail-oriented

Self-starter / problem solver

Relationship management

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Outlook

Microsoft Word

Job description

Citigroup Inc. in San Jose, California seeks a Wealth Relationship Management Sr. Analyst SAFE Act.

It is a seasoned professional role applying in-depth disciplinary knowledge to improve processes and workflows, coordinating with teams to achieve branch and function objectives. The position focuses on building relationships with affluent and high-net-worth clients, assessing needs, and delivering holistic financial solutions while ensuring compliance with FINRA rules and SAFEs Act requirements.