Senior Wealth Relationship Advisor, Private Banking

Citi; Los Angeles (CA); Sur place; USD 84 000 - 126 000; Plein temps

Résumé du poste

Citi in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management to deepen high-net-worth client relationships through comprehensive financial planning and advisory services.

The role focuses on identifying client needs, offering tailored solutions, coordinating with product specialists, and ensuring regulatory compliance. A FINRA registration is required, with a mortgage loan originator credential expected within 150 days.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current 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.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Responsabilités

• Identify and deepen relationships to gain wallet share through financial planning.
• Anticipate complex financial needs and offer solutions across products based on client profiling.
• With product specialists, recognize and understand banking, credit and investment needs to provide holistic solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client locations.
• Master referral opportunities to grow the portfolio.
• Proactively source, acquire and expand high-value relationships by maximizing sales opportunities.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisor, Small Business Partners, RM).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to Regulatory and Compliance procedures.
• Ensure KYC/AML and other compliance norms are adhered.
• Partner with branch team to ensure a positive in-branch experience.
• Assess risk when business decisions are made, supporting Citi's reputation and compliance.

Connaissances

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Team player

Formation

Bachelor's degree

Outils

Money Guide Pro

NaviPlan Select

Microsoft Office

Description du poste

Citi in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management to deepen high-net-worth client relationships through comprehensive financial planning and advisory services.

The role focuses on identifying client needs, offering tailored solutions, coordinating with product specialists, and ensuring regulatory compliance. A FINRA registration is required, with a mortgage loan originator credential expected within 150 days.