Senior Wealth Relationship Advisor (HNW)

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

Life, disability insurance

Paid time off

Job summary

Citi's Wealth Relationship Management branch in Santa Clara seeks a Sr. Analyst to build and deepen relationships with affluent clients, offering comprehensive financial planning and investment solutions.

You will coordinate with product specialists and maintain strict adherence to KYC/AML and regulatory standards. The role requires Mandarin fluency, FINRA registrations within 150 days, and mortgage origination licensing.

Qualifications

• Bachelor's degree or equivalent experience required.
• 5-8 years of experience with strong analytical skills.
• Bilingual proficiency: Mandarin required in professional setting.
• Must meet US FINRA registrations or equivalents within 150 days of starting.
• Mortgage loan originator registration with Nationwide Mortgage Licensing System required.

Responsibilities

• Identify and deepen relationships to gain wallet share among affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular engagement with clients through meetings, seminars, and proactive communication.
• Coordinate with product specialists to tailor banking, credit and investment solutions.
• Ensure strict compliance with KYC/AML and regulatory policies.

Skills

Financial analysis

Bilingual Mandarin

Strong communication

Regulatory compliance

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Job description

Citi's Wealth Relationship Management branch in Santa Clara seeks a Sr. Analyst to build and deepen relationships with affluent clients, offering comprehensive financial planning and investment solutions.

You will coordinate with product specialists and maintain strict adherence to KYC/AML and regulatory standards. The role requires Mandarin fluency, FINRA registrations within 150 days, and mortgage origination licensing.