Senior Wealth Relationship Advisor

Citi; Los Angeles (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions.

The successful candidate must have 5-8 years of experience, a university degree, and be well-versed in compliance with FINRA regulations. Competitive compensation is offered with significant benefits.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Knowledge of investment and financial planning strategies preferred.
• Current US FINRA Registration required.

Responsibilities

• Identify and build affluent and High Net Worth segment relationships.
• Anticipate complex financial needs and offer holistic solutions.
• Ensure compliance with KYC/AML and other regulatory norms.

Skills

Strong analytical and financial skills

Organizational skills with strong attention to details

Verbal and written communication skills

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, and Word)

Money Guide Pro or NaviPlan Select

Job description

Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions.

The successful candidate must have 5-8 years of experience, a university degree, and be well-versed in compliance with FINRA regulations. Competitive compensation is offered with significant benefits.