Senior Wealth Advisor for High-Net-Worth Clients

Citigroup Inc.; Modesto (CA); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management Sr. Analyst role in Modesto, California. This position involves building relationships with affluent clients, understanding their financial needs, and providing comprehensive financial solutions.

Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA registrations. Citi offers competitive benefits and a commitment to inclusive hiring practices.

Qualifications

• 5-8 years of experience in financial services, preferably in relationship management.
• Ability to anticipate and fulfill client financial needs through a diverse product offering.
• Self-starter, team player with a problem-solving mindset.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide holistic financial solutions tailored to client needs.
• Ensure compliance with KYC/AML and regulatory norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro or NaviPlan Select

Job description

Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management Sr. Analyst role in Modesto, California. This position involves building relationships with affluent clients, understanding their financial needs, and providing comprehensive financial solutions.

Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA registrations. Citi offers competitive benefits and a commitment to inclusive hiring practices.