Senior Wealth Advisor for HNW Relationships

Citigroup Inc.

Upland (CA)

On-site

USD 90,000 - 130,000

Full time

6 days ago

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Job summary

Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act in Upland, CA.

The role blends relationship growth with financial planning strategies, requiring strong analytics and multi-product knowledge. You will lead client engagements, coordinate with product teams, and drive compliant high-quality service with a focus on risk management. The position emphasizes in-branch client meetings, profiling, and delivering holistic financial solutions while meeting

Qualifications

5–8 years of experience in wealth management or related field.
Strong analytical and financial skills are required.
Excellent verbal and written communication skills.
Organized with strong attention to detail and accuracy.

Responsibilities

Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
Anticipate client financial needs and offer holistic solutions across products and services.
Collaborate with product specialists to tailor banking, credit, and investment plans.
Provide value-added engagement with clients through high-touch, in-person meetings.
Develop referrals and expand high-value client relationships.
Ensure compliance with KYC/AML and internal controls.