Senior Wealth Relationship Advisor

Citigroup Inc.; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Job summary

Citigroup Inc. in San Francisco, CA, is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act operations. This seasoned professional role develops processes and mentors recruits, integrating cross-functional expertise to drive client solutions.

You will identify high-net-worth clients, assess complex financial needs, and deliver holistic planning with a high-touch, in-branch experience, while ensuring regulatory compliance and risk controls.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• MS Office proficiency; experience with planning software.
• Understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• US FINRA registrations required within 150 days.
• Mortgage loan origination registration per SAFE Act.

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, intuitively 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's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.

Skills

Analytical skills

Communication skills

Attention to detail

MS Office

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in San Francisco, CA, is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act operations. This seasoned professional role develops processes and mentors recruits, integrating cross-functional expertise to drive client solutions.

You will identify high-net-worth clients, assess complex financial needs, and deliver holistic planning with a high-touch, in-branch experience, while ensuring regulatory compliance and risk controls.