Senior Wealth Advisor & Relationship Lead

Citi

Palm Springs (CA)

On-site

USD 78,000 - 117,000

Full time

7 days ago

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Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Palm Springs. The role focuses on deepening relationships with affluent clients, identifying complex financial needs, and delivering holistic financial solutions through collaboration with product specialists.

The ideal candidate has 5–8 years of experience, strong analytical and communication skills, and FINRA registrations. You will work in a full-time, on-site capacity in Palm Springs with emphasis on regulatory

Qualifications

5-8 years of experience in wealth management or related field.
Knowledge of financial planning concepts and investment products preferred.
Must meet US FINRA registration requirements within 150 days of start.

Responsibilities

Identify and deepen relationships to gain incremental wallet share with affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Provide regular high-touch engagement with clients through in-branch meetings and events.
Coordinate with product specialists to address banking, credit and investment needs.
Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
Ensure compliance with KYC/AML and regulatory requirements.