Senior Wealth Relationship Architect

Citi; Los Angeles (CA); Vor Ort; USD 84.000 - 126.000; Vollzeit

Zusammenfassung

Citi's Wealth Relationship Management (Branch) in Los Angeles seeks a Sr. Analyst to deepen client relationships, assess financial needs, and deliver holistic advisory solutions.

The role emphasizes regulatory compliance, SAFE Act mortgage originator requirements, and cross-team collaboration. Qualified candidates typically have 5–8 years of experience, strong analytical skills, FINRA registrations, and proficiency with planning tools; this is a full-time role with a substantial salary range in

Qualifikationen

• 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 US FINRA registered (SIE, 6, 63, 65 or 7/66).
• Must meet ALL Insurance Group 1 requirements within 150 days.

Aufgaben

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to tailor banking, credit and investment solutions.
• Provide high-touch, in-person client engagement and ongoing communication.
• Referral to segment partners where appropriate (Lending, Financial Advisor, etc.).
• Source and expand high-value client relationships while maximizing sales and service opportunities.
• Ensure compliance with KYC/AML and regulatory procedures.

Kenntnisse

Analytical skills

Verbal & written communication

Detail oriented

Microsoft Office

Financial planning software

Ausbildung

Bachelor's degree or equivalent

Tools

Money Guide Pro / NaviPlan Select

Jobbeschreibung

Citi's Wealth Relationship Management (Branch) in Los Angeles seeks a Sr. Analyst to deepen client relationships, assess financial needs, and deliver holistic advisory solutions.

The role emphasizes regulatory compliance, SAFE Act mortgage originator requirements, and cross-team collaboration. Qualified candidates typically have 5–8 years of experience, strong analytical skills, FINRA registrations, and proficiency with planning tools; this is a full-time role with a substantial salary range in