Senior Wealth Planning & Relationship Manager

Citibank (Switzerland) AG; San Jose (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Life, accident, and disability insurance

Paid time off packages

Job summary

A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and the necessary US FINRA registration. The candidate will provide holistic financial solutions by understanding clients' banking and investment needs, organizing client events, and ensuring compliance with regulatory norms. The position offers a competitive salary, professional growth opportunities, and comprehensive benefits.

Qualifications

• 5-8 years of experience in financial services.
• Required US FINRA Registration (SIE, Series 6, etc.).
• Insurance Group 1 required.

Responsibilities

• Build and deepen client relationships within affluent segments.
• Anticipate complex financial needs and offer solutions.
• Provide value-added engagement with clients.

Skills

Strong analytical skills

Financial skills

Verbal communication

Written communication

Organized with attention to detail

Knowledge of Microsoft Office

Experience with financial planning software

Self-starter

Problem-solver

Goal-oriented team player

Education

Bachelor's/University degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and the necessary US FINRA registration. The candidate will provide holistic financial solutions by understanding clients' banking and investment needs, organizing client events, and ensuring compliance with regulatory norms. The position offers a competitive salary, professional growth opportunities, and comprehensive benefits.