Senior Wealth Relationship Advisor

Citigroup Inc.; Palm Springs (CA); On-site; USD 78,000 - 117,000; Full time

Job summary

Citigroup Inc. in Palm Springs, CA seeks a Sr. Analyst for Wealth Relationship Management, focusing on affluent and HNWI clients. You will deepen wallet share, assess needs, and coordinate with product specialists to deliver holistic banking, credit and investment solutions.

Expect regular high-touch client engagement, efficient prospecting, and strict adherence to KYC/AML and regulatory standards. A Bachelor’s degree and FINRA/mortgage requirements apply.

Qualifications

• 5-8 years of experience in Wealth/Financial Planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Proficient in Microsoft Office and financial planning software.

Responsibilities

• Identify and deepen relationships to gain wallet share from affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular high-touch engagement with clients through meetings and events.
• Refer opportunities to segment partners and coordinate with branch team.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Experience 5-8 yrs

Analytical skills

Communication skills

Detail-oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Palm Springs, CA seeks a Sr. Analyst for Wealth Relationship Management, focusing on affluent and HNWI clients. You will deepen wallet share, assess needs, and coordinate with product specialists to deliver holistic banking, credit and investment solutions.

Expect regular high-touch client engagement, efficient prospecting, and strict adherence to KYC/AML and regulatory standards. A Bachelor’s degree and FINRA/mortgage requirements apply.