Senior Wealth Relationship Advisor

Citi; San Mateo (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Management Sr. Analyst in San Mateo, California. This role involves building relationships with affluent clients, providing tailored financial solutions, and adhering to compliance norms. Ideal candidates have 5-8 years of experience in wealth management and strong analytical skills.

The position offers a full-time salary range of $88,400 – $132,600 along with comprehensive employee benefits, including medical and retirement plans.

Qualifications

• 5–8 years of experience in wealth management.
• Strong analytical and financial skills.
• Knowledge of financial planning strategies preferred.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Offer comprehensive financial solutions.
• Conduct client follow-ups and ensure compliance with regulations.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Microsoft Office proficiency

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management Sr. Analyst in San Mateo, California. This role involves building relationships with affluent clients, providing tailored financial solutions, and adhering to compliance norms. Ideal candidates have 5-8 years of experience in wealth management and strong analytical skills.

The position offers a full-time salary range of $88,400 – $132,600 along with comprehensive employee benefits, including medical and retirement plans.