Senior Wealth Advisor – High Net Worth

Citi; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in San Francisco, CA to deepen client relationships, assess complex financial needs, and offer holistic financial solutions.

You will engage high-net-worth clients with proactive planning and face-to-face meetings, leveraging team support and compliant practices. Role requires FINRA registrations, mortgage origination eligibility, and proficiency in Mandarin.

Qualifications

• Bachelor's degree or equivalent experience.
• 5–8 years of experience and strong analytical/financial skills.
• Must be bilingual with Mandarin (Chinese) proficiency.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.

Skills

Analytical skills

Financial skills

Verbal and written communication

Mandarin proficiency

Organization

Microsoft Office

Money Guide Pro/NaviPlan

Investment knowledge

Self-starter/problem solver

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in San Francisco, CA to deepen client relationships, assess complex financial needs, and offer holistic financial solutions.

You will engage high-net-worth clients with proactive planning and face-to-face meetings, leveraging team support and compliant practices. Role requires FINRA registrations, mortgage origination eligibility, and proficiency in Mandarin.