Senior Private Wealth Advisor

Citi; Palo Alto (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) and retirement benefits

Paid time off and wellness programs

Job summary

Citi in Palo Alto is seeking a seasoned Senior Analyst for Wealth Relationship Management. You will build and deepen client relationships among affluent and high net worth clients, delivering holistic financial planning, banking, and investment solutions.

With a focus on compliance and risk controls, you will coordinate with product partners, conduct regular client engagements, and ensure KYC/AML adherence as part of Citi’s Private Client Coverage team.

Qualifications

• 5-8 years of experience in financial services or wealth management.
• FINRA registrations required or in scope to obtain (SIE, Series 6/63/65 or 7/66).
• Knowledge of investment and financial planning concepts is preferred.

Responsibilities

• Identify and deepen client relationships to grow wallet share in affluent/HNW segments.
• Assess complex financial needs and present holistic solutions across products.
• Collaborate with product specialists to tailor banking, credit and investment plans.
• Engage clients with high-touch meetings and proactive communication.
• Refer opportunities to segment partners and coordinate referrals.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Palo Alto is seeking a seasoned Senior Analyst for Wealth Relationship Management. You will build and deepen client relationships among affluent and high net worth clients, delivering holistic financial planning, banking, and investment solutions.

With a focus on compliance and risk controls, you will coordinate with product partners, conduct regular client engagements, and ensure KYC/AML adherence as part of Citi’s Private Client Coverage team.