Senior Wealth Relationship Advisor

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) contributions

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience in financial services, excellent communication skills, and relevant licenses.

The position offers a comprehensive benefits package, including health coverage, 401(k), and paid time off. The expected salary range is between $88,400 and $132,600.

Qualifications

• 5-8 years of experience in financial services.
• Experience in a proactive sales and service role.
• Strong verbal and written communication skills.
• Self-starter and goal-oriented team player.

Responsibilities

• Build relationships with new clients to bring in assets.
• Respond to referrals and recommend suitable offerings.
• Manage client follow-up and comply with operating procedures.
• Ensure compliance with KYC/AML norms.

Skills

Analytical skills

Financial skills

Sales skills

Communication skills

Detail-oriented

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Job description

Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience in financial services, excellent communication skills, and relevant licenses.

The position offers a comprehensive benefits package, including health coverage, 401(k), and paid time off. The expected salary range is between $88,400 and $132,600.