Senior Wealth Relationship Architect

Citigroup Inc.; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in San Francisco, California seeks a Sr. Analyst SAFE Act within Wealth Relationship Mgmt. (Branch) to apply advanced financial planning and relationship management skills.

The role requires building deep client relationships, understanding complex needs, coordinating with product specialists, and ensuring regulatory compliance under KYC/AML and SAFE Act guidelines. A Bachelor's degree is required with 5–8 years of experience.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.
• 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.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.

Skills

Analytical skills

Financial skills

Verbal and written communication

Organized

Microsoft Office

Money Guide Pro/NaviPlan

Self-starter

Regulatory knowledge

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in San Francisco, California seeks a Sr. Analyst SAFE Act within Wealth Relationship Mgmt. (Branch) to apply advanced financial planning and relationship management skills.

The role requires building deep client relationships, understanding complex needs, coordinating with product specialists, and ensuring regulatory compliance under KYC/AML and SAFE Act guidelines. A Bachelor's degree is required with 5–8 years of experience.