Senior Wealth Advisor for High-Net-Worth Clients

Citigroup Inc.; Cerritos (CA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to advance client relationships in the affluent and high-net-worth segments. The role requires in-depth financial planning knowledge and compliance with KYC/AML and SAFE Act regulations.

The successful candidate will engage in high-touch client service, collaborate with product specialists, and support branch leadership in delivering holistic financial solutions.

Qualifications

• Bachelor's degree or equivalent required.
• 5-8 years of financial services experience.
• Strong analytical and communication skills.
• Organized with attention to detail.

Responsibilities

• Identify and deepen relationships to gain wallet share in affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients through meetings and seminars.
• Refer opportunities to segment partners when appropriate.
• Organize client events to enhance bonding.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

5-8 years experience

Analytical skills

Verbal & written communication

Microsoft Excel

Money Guide Pro

NaviPlan Select

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to advance client relationships in the affluent and high-net-worth segments. The role requires in-depth financial planning knowledge and compliance with KYC/AML and SAFE Act regulations.

The successful candidate will engage in high-touch client service, collaborate with product specialists, and support branch leadership in delivering holistic financial solutions.