Senior Wealth Relationship Advisor

Citigroup Inc.; San Francisco (CA); On-site; USD 88,400 - 132,600; Full time

Job summary

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement.

Responsibilities include identifying client needs, coordinating with product specialists, and ensuring strict adherence to KYC/AML, FINRA, and SAFE Act requirements, while coordinating with branch teams for strong client experiences.

Qualifications

• 5–8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Highly organized with meticulous attention to detail.
• Self-starter, problem-solver, and team player able to work without direction.
• Must hold current US FINRA registrations (SIE, 6, 63, 65 or 7, 66).
• Must meet Insurance Group 1 requirements within 150 days.
• Must register as a mortgage loan originator per SAFE Act requirements.

Responsibilities

• Identify and deepen relationships with affluent and HNW clients.
• Anticipate client needs and offer holistic financial solutions.
• Provide regular high-touch engagement and client events.
• Refer opportunities to segment partners (Lending, Advisors, Partners).
• Acquire new clients via referrals and proactive outreach.
• Ensure compliance with KYC/AML and Citi policies.
• Collaborate with branch team to ensure positive in‑branch experience.
• Assess risk and uphold regulatory standards across decisions.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

FINRA registration

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement.

Responsibilities include identifying client needs, coordinating with product specialists, and ensuring strict adherence to KYC/AML, FINRA, and SAFE Act requirements, while coordinating with branch teams for strong client experiences.