Senior Wealth Relationship Advisor

Citi; Los Gatos (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi’s Wealth Relationship Management team in Los Gatos is seeking a Sr. Analyst SAFE Act to deepen client relationships with affluent and HNW clients through holistic financial planning. The role requires Mandarin bilingual proficiency and strong analytical skills.

You will collaborate with product specialists to tailor solutions, lead high-touch client engagements, mentor junior staff, and ensure strict regulatory compliance and ethical standards across all activities.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Bilingual proficiency with the ability to speak Mandarin (Chinese) in a professional setting.
• Proficient in Microsoft Office and financial planning software (Money Guide Pro, NaviPlan Select).
• Basic understanding of investment and financial planning strategies.
• Must meet US FINRA registrations (SIE, Series 6, 63, 65 or 7 and 66).
• Must meet all FINRA requirements within 150 days of start.
• Insurance Group 1 requirements within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share with affluent and HNW clients.
• Anticipate clients' complex financial needs and offer solutions through a wide range of products and tools.
• With product specialists, recognize and address 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 preferred locations.
• Master referral opportunities to grow the portfolio.
• Proactively source and expand high-value customer relationships by maximizing sale opportunities.
• Refer opportunities to segment partners as appropriate and organize client events.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory compliance procedures.
• Ensure KYC/AML and other compliance norms are strictly followed.
• Partner with branch team to ensure positive in-branch experience and risk-aware decisions.
• Coach and training of new recruits as needed.

Skills

Analytical skills

Financial skills

Verbal and written communication

Attention to detail

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi’s Wealth Relationship Management team in Los Gatos is seeking a Sr. Analyst SAFE Act to deepen client relationships with affluent and HNW clients through holistic financial planning. The role requires Mandarin bilingual proficiency and strong analytical skills.

You will collaborate with product specialists to tailor solutions, lead high-touch client engagements, mentor junior staff, and ensure strict regulatory compliance and ethical standards across all activities.