Senior Wealth Relationship Advisor

Citigroup Inc.; West Hollywood (CA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Job summary

Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions.

The role emphasizes proactive discovery, profiling, and the delivery of holistic banking, credit, and investment strategies. With strong analytical and communication skills, you will conduct high-touch client meetings, coordinate with product specialists, and ensure regulatory and compliance

Qualifications

• Bachelor's/University degree or equivalent experience.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• Registration as a mortgage loan originator with NMLS before referring clients.
• This position requires registration of mortgage loan originator with NMLS and to maintain/renew.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, understand banking, credit and investment needs.
• Provide regular high-touch engagement with clients (face-to-face meetings).
• Master referral opportunities to grow portfolio.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Problem solving

Team player

Education

Bachelor's degree or equivalent experience

Tools

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client relationships through comprehensive financial planning and tailored advisory solutions.

The role emphasizes proactive discovery, profiling, and the delivery of holistic banking, credit, and investment strategies. With strong analytical and communication skills, you will conduct high-touch client meetings, coordinate with product specialists, and ensure regulatory and compliance