Senior Private Wealth Advisor

Citigroup Inc.

San Jose (CA)

Presencial

USD 88 000 - 133 000

Tempo integral

Há 4 dias

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Vantagens oferecidas por esta oferta de emprego

Medical insurance

401(k)

Paid time off

Resumo da oferta

Citigroup Inc. in San Jose, CA is seeking a seasoned Wealth Relationship Mgmt. Sr.

Analyst to deepen client relationships among affluent and High Net Worth segments. You will identify financial needs, offer holistic solutions, and coordinate with product specialists to deliver personalized banking, credit, and investment services. The role emphasizes high-touch, face-to-face client engagements, KYC/AML compliance, and proactive referral opportunities while building the branch's wallet share and

Qualificações

5-8 years of experience in wealth management or financial planning.
Strong analytical and financial skills with client-focused approach.
Proficient in MS Office and financial planning software.

Responsabilidades

Identify, build and deepen relationships to gain wallet share of affluent clients.
Anticipate complex financial needs and propose holistic solutions.
Collaborate with product specialists to tailor banking, credit and investment options.
Provide high-touch engagement with clients—face-to-face meetings and ongoing communication.
Source referrals and expand high-value client relationships.