Senior Private Wealth Relationship Manager

Citigroup Inc.; Newark (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions.

The successful candidate will have 5-8 years of experience and strong analytical skills. They will need to ensure compliance with all regulations while providing high-touch client services and support. Citigroup offers a competitive salary and a comprehensive benefits package.

Qualifications

• 5-8 years of experience required.
• Self-starter, problem solver, and goal-oriented team player.
• Must meet US FINRA Registration requirements.

Responsibilities

• Build and deepen relationships with clients.
• Anticipate complex financial needs and provide solutions.
• Organize client events and enhance client bonding.

Skills

Strong analytical skills

Verbal and written communication skills

Attention to detail

Knowledge of Microsoft Office

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions.

The successful candidate will have 5-8 years of experience and strong analytical skills. They will need to ensure compliance with all regulations while providing high-touch client services and support. Citigroup offers a competitive salary and a comprehensive benefits package.