Senior Wealth Relationship Advisor (HNW)

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

Job summary

Citigroup Inc. in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management.

The role prioritizes building deep client relationships with affluent and high-net-worth clients, delivering holistic financial solutions via a broad product set, and coordinating with branch partners to serve clients. The candidate will ensure KYC/AML compliance, regulatory adherence, and high-touch client engagement through regular meetings and events.

Qualifications

• 5-8 years of experience.
• US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• 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.
• Position requires mortgage loan originator registration with the Nationwide Mortgage Licensing System and Registry.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and HNW segment with financial planning and discovery/profiling skills.
• Anticipate complex financial needs and offer solutions based on client profiling.
• Provide holistic financial solutions with the support of product specialists.
• Regular high-touch client engagement with face-to-face meetings at client location.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners when appropriate.
• Organize client events to enhance client bonding.
• Adhere to regulatory and compliance procedures including KYC/AML.

Skills

Strong analytical skills

Strong communication skills

Attention to detail

MS Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Financial planning knowledge

Self-starter / problem solver

FINRA Registration

Mortgage loan origination (NMLS)

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management.

The role prioritizes building deep client relationships with affluent and high-net-worth clients, delivering holistic financial solutions via a broad product set, and coordinating with branch partners to serve clients. The candidate will ensure KYC/AML compliance, regulatory adherence, and high-touch client engagement through regular meetings and events.