Senior Private Wealth Advisor

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

Benefits offered by this job

Medical, dental & vision insurance

401(k) plan with company match

Paid time off

Job summary

Citi in San Jose, California seeks a Sr. Analyst in Wealth Relationship Management. This role blends client relationship building with advanced financial planning and regulatory compliance.

You will lead with discovery, profile clients, and deliver holistic solutions across banking, credit, and investments, while coordinating with product specialists. Ideal candidates have 5–8 years of experience, FINRA registrations, and strong analytical, verbal and written communication skills.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• MS Office (Excel, Outlook, Word) experience; Money Guide Pro or NaviPlan Select preferred.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• With product specialists, understand client banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch meetings and ongoing communication.
• Master referrals to grow portfolio and proactively source new clients.
• Ensure compliance with KYC/AML and other regulatory procedures.
• Coordinate with branch team to deliver a positive client in-branch experience.

Skills

Analytical skills

Financial skills

Communication

Attention to detail

MS Office

FINRA registrations

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in San Jose, California seeks a Sr. Analyst in Wealth Relationship Management. This role blends client relationship building with advanced financial planning and regulatory compliance.

You will lead with discovery, profile clients, and deliver holistic solutions across banking, credit, and investments, while coordinating with product specialists. Ideal candidates have 5–8 years of experience, FINRA registrations, and strong analytical, verbal and written communication skills.