Senior Wealth Relationship Advisor

Citi; Santa Clara (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi’s Wealth Relationship Management group in Santa Clara seeks a Sr. Analyst to deepen client relationships in the affluent and high-net-worth segment. You will identify complex needs, present holistic financial solutions, and engage clients through high-touch meetings and events.

With 5–8 years of experience, you will collaborate with product specialists, expand high-value portfolios, and ensure strict adherence to KYC/AML and regulatory standards across the branch network.

Qualifications

• 5–8 years of experience in wealth management or financial services.
• Strong analytical and financial skills required.
• Excellent verbal and written communication abilities.
• Detail-oriented with strong organizational skills.
• Familiarity with financial planning software is preferred.

Responsibilities

• Identify and deepen client relationships to gain wallet share.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address client goals.
• Engage clients with regular meetings and seminars.
• Develop referrals and expand high-value portfolios.
• Source new clients and manage follow-up with compliance adherence.
• Coordinate with branch team to ensure positive in-branch experience.
• Assess risk and uphold regulatory standards, including KYC/AML.

Skills

Analytical skills

Verbal and written communication

Attention to detail

Self-starter/problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office Suite

Money Guide Pro/NaviPlan or similar

Job description

Citi’s Wealth Relationship Management group in Santa Clara seeks a Sr. Analyst to deepen client relationships in the affluent and high-net-worth segment. You will identify complex needs, present holistic financial solutions, and engage clients through high-touch meetings and events.

With 5–8 years of experience, you will collaborate with product specialists, expand high-value portfolios, and ensure strict adherence to KYC/AML and regulatory standards across the branch network.