Senior Wealth Relationship Advisor

Citigroup Inc.; Daly City (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Job summary

Citigroup Inc. seeks an experienced Wealth Relationship Mgmt. (Branch) Sr.

Analyst SAFE Act in the San Francisco area to deepen client relationships among affluent and high-net-worth clients. You will identify needs, provide holistic financial solutions, and collaborate with product specialists to deliver tailored planning and investment advice. The role emphasizes strong regulatory compliance, effective client engagement, and proactive portfolio growth within a private client coverage team.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient with Microsoft Office and financial planning software (Excel, Outlook, Word; Money Guide Pro or NaviPlan Select).
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier before referring clients to Citibank for mortgage needs.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With product specialists, recognize and understand a client's banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at client locations.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value customer relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through referrals; manage client follow-up; adhere to regulatory and compliance procedures.
• Ensure KYC/AML and other compliance norms are strictly followed.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk when making business decisions with attention to Citi's reputation and compliance.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to details

Self-starter

Education

Bachelor's degree or equivalent

Tools

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. seeks an experienced Wealth Relationship Mgmt. (Branch) Sr.

Analyst SAFE Act in the San Francisco area to deepen client relationships among affluent and high-net-worth clients. You will identify needs, provide holistic financial solutions, and collaborate with product specialists to deliver tailored planning and investment advice. The role emphasizes strong regulatory compliance, effective client engagement, and proactive portfolio growth within a private client coverage team.