Senior Wealth Advisor & Client Relationship Lead

Citigroup Inc.; Milpitas (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. in Milpitas, California seeks a Sr. Analyst for Wealth Relationship Management (Branch). This seasoned professional will apply in-depth knowledge to develop new techniques and improve processes, and to lead and coach teams as needed.

The role emphasizes client relationship management, financial planning, and regulatory compliance within Citi’s Private Client Coverage. Strong communication and analytical skills are required, with FINRA and mortgage licensing prerequisites.

Qualifications

• 5–8 years of experience in financial services or wealth management.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Experience with financial planning software preferred.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and high net worth clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients through in-branch meetings and seminars.
• Master referral opportunities to grow portfolio and expand high value relationships.
• Ensure compliance with KYC/AML and regulatory standards.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Detail orientation

Microsoft Office

Money Guide Pro

NaviPlan Select

Self-starter

Team leadership

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Milpitas, California seeks a Sr. Analyst for Wealth Relationship Management (Branch). This seasoned professional will apply in-depth knowledge to develop new techniques and improve processes, and to lead and coach teams as needed.

The role emphasizes client relationship management, financial planning, and regulatory compliance within Citi’s Private Client Coverage. Strong communication and analytical skills are required, with FINRA and mortgage licensing prerequisites.