Senior Wealth Planning & Relationship Manager

Citigroup Inc.; San Mateo (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in San Mateo, California, to develop and manage relationships with affluent clients. The role encompasses a deep understanding of clients' financial needs and crafting tailored solutions while adhering to strict compliance standards. Candidates should possess strong analytical skills, communication abilities, and a background in financial planning.

Applicants with a Bachelor's degree and 5-8 years of experience are preferred. The position offers a competitive salary range of $88,400 - $132,600 along with comprehensive benefits.

Qualifications

• 5-8 years of experience in a relevant field.
• Strong verbal and written communication abilities.
• Experience with investment and financial planning strategies.
• Must meet US FINRA registration requirements.

Responsibilities

• Identify and deepen client relationships with affluent clients.
• Provide tailored financial solutions based on client needs.
• Engage clients regularly through meetings and communication.
• Ensure compliance with regulatory and operational procedures.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Financial planning software

Education

Bachelor's/University degree

Tools

Microsoft Excel

Microsoft Outlook

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in San Mateo, California, to develop and manage relationships with affluent clients. The role encompasses a deep understanding of clients' financial needs and crafting tailored solutions while adhering to strict compliance standards. Candidates should possess strong analytical skills, communication abilities, and a background in financial planning.

Applicants with a Bachelor's degree and 5-8 years of experience are preferred. The position offers a competitive salary range of $88,400 - $132,600 along with comprehensive benefits.