Senior Private Wealth Relationship Manager

Sacbar

San Francisco (CA)

On-site

USD 88,000 - 133,000

Full time

3 days ago

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Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco, focusing on affluent and high-net-worth clients. You will analyze needs, provide holistic financial solutions, and lead client engagement with a strong compliance mindset.

Role requires 5–8 years of experience, FINRA registrations, and mortgage origination responsibilities, with a focus on building trusted client relationships and achieving growth targets.

Qualifications

Five to eight years of experience in wealth management or financial planning.
Experience with regulatory and compliance procedures.
Familiarity with FINRA requirements and mortgage origination rules.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Work with product specialists to address banking, credit and investment needs.
Provide regular value-added engagement with clients through high-touch meetings.
Grow portfolio by leveraging referrals and cross-selling opportunities.
Refer opportunities to segment partners as appropriate.
Organize client events to enhance client bonding.

Skills

Analytical skills

Communication skills

Attention to detail

Microsoft Office

Finra registration

Problem solving

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Role requires 5–8 years of experience, FINRA registrations, and mortgage origination responsibilities, with a focus on building trusted client relationships and achieving growth targets.

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