Senior Wealth Advisor & Relationship Lead

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

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco. You will develop deep client relationships, assess financial needs, and deliver holistic planning with product specialists, while maintaining regulatory compliance and high service standards.

Key duties include high-touch client engagement, referrals, events, and collaboration with various partners to optimize wallet share and client satisfaction. Requires FINRA licensing and mortgage origination readiness.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of experience preferred.
• Must meet US FINRA registration requirements within 150 days.
• Insurance Group 1 and mortgage licensing requirements.
• Experience with financial planning software is preferred.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent/HNW clients with financial planning and profiling.
• Anticipate complex financial needs and offer solutions across products based on client profiling.
• With product specialists, understand banking, credit and investment needs to provide holistic solutions.
• Provide high-touch engagement with clients through face-to-face meetings at client locations.
• Proactively source and expand high-value client relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisors, Small Business Partners, Relationship Manager).
• Organize client events to strengthen client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-ups and adhere to regulatory/compliance procedures.
• Ensure KYC/AML and other compliance norms are followed.
• Collaborate with branch team to ensure a positive in-branch experience.
• Assess risk in business decisions and escalate issues per Citi policies.

Skills

Financial analysis

Communication skills

Attention to detail

Self-starter / Problem solving

FINRA registration knowledge

Insurance licensing

Mortgage licensing awareness

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco. You will develop deep client relationships, assess financial needs, and deliver holistic planning with product specialists, while maintaining regulatory compliance and high service standards.

Key duties include high-touch client engagement, referrals, events, and collaboration with various partners to optimize wallet share and client satisfaction. Requires FINRA licensing and mortgage origination readiness.