Senior Wealth Relationship Advisor for HNWI

Citigroup Inc.; Santa Clara (CA); Vor Ort; USD 88.000 - 133.000; Vollzeit

Zusammenfassung

Citigroup Inc. in Santa Clara, California seeks a Sr. Analyst SAFE Act in Wealth Relationship Management (Branch). The role blends deep financial knowledge with relationship management, risk awareness and cross-functional collaboration to serve affluent clients.

You will conduct high-touch meetings, assess client needs, and coordinate with product specialists to deliver holistic solutions while ensuring KYC/AML and mortgage-licensing requirements are met.

Qualifikationen

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Bilingual with professional Mandarin.
• Proficient in Microsoft Office and financial planning software.

Aufgaben

• Identify and deepen relationships to grow wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Work with product specialists to align banking, credit, and investment needs.
• Provide high-touch engagement with regular client meetings and events.
• Manage referrals and expand high-value client relationships.
• Ensure compliance with KYC/AML and all regulatory procedures.
• Collaborate with branch team to ensure a positive in-branch experience.

Kenntnisse

Mandarin language (bilingual)

Analytical skills

Communication skills

Detail-oriented

Self-starter

Ausbildung

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Jobbeschreibung

Citigroup Inc. in Santa Clara, California seeks a Sr. Analyst SAFE Act in Wealth Relationship Management (Branch). The role blends deep financial knowledge with relationship management, risk awareness and cross-functional collaboration to serve affluent clients.

You will conduct high-touch meetings, assess client needs, and coordinate with product specialists to deliver holistic solutions while ensuring KYC/AML and mortgage-licensing requirements are met.