Senior Wealth Advisor & Relationship Architect

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

Job summary

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in San Francisco is a seasoned professional role focused on developing techniques and improving processes. It coordinates with teams to deliver holistic financial solutions and drive client engagement.

Responsibilities include identifying wealthy clients, expanding wallet share, ensuring KYC/AML compliance, and delivering high-touch engagement with regular meetings and events.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Must meet all US FINRA Registration within 150 days of starting.
• Self-starter, problem solver and goal-oriented team player.
• Experience with Money Guide Pro or NaviPlan and MS Office.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and high net worth segment.
• Anticipate complex financial needs and offer holistic solutions across products and tools.
• With product specialists, recognize and understand banking, credit and investment needs and goals.
• Provide regular high-touch engagement with clients and face-to-face meetings.
• Ensure compliance with KYC/AML and Citi policies; collaborate with branch team for positive in-branch experiences.

Skills

Strong analytical and financial skills

Strong verbal and written skills

Self-starter

Problem solver

Team player

Organized with attention to detail

Excellent communication

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in San Francisco is a seasoned professional role focused on developing techniques and improving processes. It coordinates with teams to deliver holistic financial solutions and drive client engagement.

Responsibilities include identifying wealthy clients, expanding wallet share, ensuring KYC/AML compliance, and delivering high-touch engagement with regular meetings and events.