Senior Wealth Relationship Advisor

Citi; Los Gatos (CA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your analytical skills to build and deepen relationships with affluent clients. The position requires a solid background in financial services with excellent communication abilities. Candidates should have 5-8 years of relevant experience, a Bachelor's degree, and must meet US FINRA Registration requirements. Citi offers a competitive salary, comprehensive benefits, and a chance to work within a dynamic team.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Must be organized with strong attention to detail.
• Self-starter, problem solver, and goal-oriented team player.

Responsibilities

• Identify and deepen relationships to gain wallet share from affluent clients.
• Offer solutions based on recognizing clients' financial needs and goals.
• Provide regular value-added engagement with clients.
• Manage client follow-ups and regulatory compliance.
• Ensure adherence to KYC/AML and compliance norms.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Team player

Education

Bachelor's/University degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your analytical skills to build and deepen relationships with affluent clients. The position requires a solid background in financial services with excellent communication abilities. Candidates should have 5-8 years of relevant experience, a Bachelor's degree, and must meet US FINRA Registration requirements. Citi offers a competitive salary, comprehensive benefits, and a chance to work within a dynamic team.