Senior Wealth Advisor & Client Growth Lead

Citi; San Francisco (CA); In loco; USD 88.000 - 133.000; Tempo pieno

Descrizione del lavoro

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in San Francisco seeks an experienced professional to deepen relationships with affluent clients and coordinate comprehensive financial planning solutions.

You will work with product specialists to address banking, credit, and investment needs while maintaining strict regulatory compliance. The role emphasizes high-touch client engagement, proactive referrals, and cross-functional collaboration.

Competenze

• 5-8 years of experience is required.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Experience with Money Guide Pro or NaviPlan Select or similar financial planning software preferred.

Mansioni

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• Provide holistic financial solutions by understanding client banking, credit and investment needs with product specialists.
• Engage with clients through regular high-touch meetings at preferred locations and communicate proactively.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationships.
• Refer opportunities to segment partners such as Lending Consultants, Financial Advisors, Small Business Partners, Relationship Manager, etc.
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory and compliance procedures.
• Ensure adherence to KYC/AML and other compliance norms.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk in business decisions, uphold Citi policies, and escalate control issues with transparency.

Conoscenze

5-8 years exp

Analytical skills

Verbal & written communication

Organized & detail oriented

Self-starter & problem solver

Formazione

Bachelor’s degree or equivalent

Strumenti

Money Guide Pro

NaviPlan Select

Descrizione del lavoro

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in San Francisco seeks an experienced professional to deepen relationships with affluent clients and coordinate comprehensive financial planning solutions.

You will work with product specialists to address banking, credit, and investment needs while maintaining strict regulatory compliance. The role emphasizes high-touch client engagement, proactive referrals, and cross-functional collaboration.