Senior Wealth Relationship Advisor

Citigroup; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Citigroup in Sherman Oaks, CA seeks a Sr. Analyst in Wealth Relationship Management. The role focuses on deepening relationships with affluent and HNW clients, delivering tailored financial planning and an integrated suite of banking, credit and investment solutions.

As a seasoned professional, you will lead client engagements, coordinate with product specialists, and ensure regulatory and compliance adherence while growing the branch’s wallet share and delivering high-touch service.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Money Guide Pro or NaviPlan Select is preferred.
• Must meet US FINRA registration requirements (SIE, Series 6/63/65 or 7/66).
• Insurance Group 1 requirements within 150 days of starting.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery 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 the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients - high touch, face-to-face meetings at client locations, consistent communication, seminars, etc.
• 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 (Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance procedures.
• Ensure KYC/AML compliance.

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup in Sherman Oaks, CA seeks a Sr. Analyst in Wealth Relationship Management. The role focuses on deepening relationships with affluent and HNW clients, delivering tailored financial planning and an integrated suite of banking, credit and investment solutions.

As a seasoned professional, you will lead client engagements, coordinate with product specialists, and ensure regulatory and compliance adherence while growing the branch’s wallet share and delivering high-touch service.