Senior HNW Wealth Relationship Advisor

Citi; La Cañada Flintridge (CA); Sur place; USD 83 920 - 125 880; Plein temps

Avantages offerts par ce poste

Medical, dental & vision coverage

401(k)

Paid time off

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Analytical skills

Communication skills

Financial planning

Microsoft Office

Formation

Bachelor's/University degree or equivalent

Outils

Money Guide Pro

NaviPlan Select

Description du poste

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.