Senior HNW Wealth Relationship Advisor

Citi; La Cañada Flintridge (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst in La Cañada Flintridge, California. This professional will evaluate client needs, offer financial solutions, and deepen client relationships in the High Net Worth segment.

The ideal candidate will bring 5-8 years of experience, strong analytical abilities, and excellent communication skills. Competitive salary of $83,920.00 - $125,880.00, along with comprehensive benefits including medical coverage, 401(k), and paid time off.

Qualifications

• 5-8 years of experience in relevant roles.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of financial planning strategies preferred.

Responsibilities

• Build and deepen client relationships to increase wallet share.
• Anticipate complex financial needs and offer tailored solutions.
• Conduct face-to-face meetings with clients regularly.
• Ensure compliance with KYC/AML norms.

Skills

Analytical skills

Communication skills

Financial planning

Microsoft Office

Education

Bachelor's/University degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst in La Cañada Flintridge, California. This professional will evaluate client needs, offer financial solutions, and deepen client relationships in the High Net Worth segment.

The ideal candidate will bring 5-8 years of experience, strong analytical abilities, and excellent communication skills. Competitive salary of $83,920.00 - $125,880.00, along with comprehensive benefits including medical coverage, 401(k), and paid time off.