Senior Wealth Relationship Advisor

Citibank (Switzerland) AG; San Francisco, Northern (CA, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Wellness programs

Job summary

Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions.

The role requires FINRA registrations and mortgage license readiness, with in-depth product knowledge and strong client engagement. The position emphasizes compliance, risk awareness, and collaboration with product specialists while delivering premium client experiences in a regulated

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and 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, 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, with consistent communication and access to seminars.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value customer relationships 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.
• Acquire new clients through converting referral leads; manage client follow-up and adhere to KYC/AML and other compliance practices.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all branch team roles to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, upholding Citi policies and ethics.

Skills

Analytical skills

Communication skills

Detail oriented

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citibank seeks a Sr. Analyst in Wealth Relationship Management (Branch) in San Francisco to lead sophisticated advisory activity, build high-net-worth relationships, and drive holistic financial planning solutions.

The role requires FINRA registrations and mortgage license readiness, with in-depth product knowledge and strong client engagement. The position emphasizes compliance, risk awareness, and collaboration with product specialists while delivering premium client experiences in a regulated