Senior Wealth Advisor for High Net Worth Clients

Citi

Santa Clara (CA)

On-site

USD 88,000 - 133,000

Full time

5 days ago

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Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management in Santa Clara, CA. The role focuses on deepening wallets of affluent clients, assessing complex financial needs, and delivering holistic solutions with a high-touch approach.

The position requires Mandarin proficiency, FINRA registrations, and mortgage origination compliance. Senior collaboration with branch teams and product specialists is essential to drive client success.

Qualifications

5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
This role requires bilingual proficiency with Mandarin.
Experience using financial planning software preferred.
Must meet FINRA Registration requirements within 150 days.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Collaborate with product specialists to match client goals with banking, credit and investment products.
Provide high-touch engagement with clients through meetings, seminars and timely communications.
Refer opportunities to segment partners to grow business.
Coach and train new recruits and participate in team initiatives.
Ensure compliance with KYC/AML and regulatory procedures.