Senior Wealth Advisory & Relationship Manager

Citi

San Francisco (CA)

On-site

USD 88,000 - 133,000

Full time

46 hours ago

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Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management in San Francisco to build and deepen relationships with affluent clients, offering holistic financial planning and access to a range of products and services.

The role emphasizes high-touch client engagement, proactive portfolio growth, and adherence to regulatory standards. The candidate will coordinate with specialists to assess banking, credit and investment needs, conduct face-to-face meetings, and ensure a positive in-branch

Qualifications

5-8 years of experience in wealth management or related field.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to detail.
Proficiency in MS Office and financial planning software preferred.
Self-starter, problem solver and team player.

Responsibilities

Identify and deepen relationships to grow wallet share with affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Collaborate with product specialists to tailor banking, credit and investment solutions.
Engage in regular high-touch client meetings and events.
Source referrals, grow the client portfolio and manage follow-up.
Adhere to regulatory and compliance procedures, including KYC/AML.