Senior Wealth Advisor for High‑Net‑Worth Clients

Citigroup Inc.; Los Gatos (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr.

Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking, credit and investments. You will lead high-touch client engagements, coordinate with product specialists, and drive portfolio growth through referrals and events. In this role you will ensure KYC/AML compliance, manage risk, and collaborate with branch teams and partners to provide a superior in-branch

Qualifications

• 5–8 years of wealth management experience or equivalent.
• Strong analytical and financial skills with client profiling.
• Proficient in MS Office; familiarity with planning software preferred.
• FINRA registrations must be current (SIE, Series 6/63/65 or 7/66).
• Ability to work within a regulatory environment (SAFE Act).
• Self-starter, problem solver and team player.

Responsibilities

• Identify, build and deepen relationships to gain wallet share.
• Anticipate client needs and offer holistic financial solutions.
• Coordinate with product specialists to address banking, credit and investments.
• Maintain high-touch engagement with clients through meetings and events.
• Generate referrals and expand high-value relationships.
• Refer opportunities to partners and organize client events.
• Ensure regulatory compliance including KYC/AML and risk management.

Skills

Analytical skills

Verbal & written communication

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan Select

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr.

Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking, credit and investments. You will lead high-touch client engagements, coordinate with product specialists, and drive portfolio growth through referrals and events. In this role you will ensure KYC/AML compliance, manage risk, and collaborate with branch teams and partners to provide a superior in-branch