Senior Wealth Relationship Architect

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

Job summary

Citi in San Francisco seeks a seasoned Sr. Analyst for Wealth Relationship Management to deepen client relationships and deliver holistic financial planning.

You will engage affluent and HNW clients, anticipate their complex needs, and coordinate with product specialists to provide comprehensive solutions. The role requires strong analytical and communication skills, FINRA registration, and a self-driven team player attitude.

Qualifications

• 5-8 years of experience in wealth planning or related role.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Proficiency in Microsoft Office; experience with Money Guide Pro or NaviPlan is preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and team player.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• With product specialists, understand banking, credit, and investment needs.
• Provide regular high-touch engagement with clients through meetings at clients' preferred locations.
• Master referrals to grow portfolio and expand high-value relationships.
• Proactively source and expand high-value client relationships.

Skills

5-8 years exp

Analytical skills

Communication skills

Detail-oriented

Microsoft Office

MoneyGuide Pro

NaviPlan Select

Self-starter

Problem solving

Team player

FINRA registrations

Education

Bachelor's degree

Tools

MoneyGuide Pro

NaviPlan Select

Job description

Citi in San Francisco seeks a seasoned Sr. Analyst for Wealth Relationship Management to deepen client relationships and deliver holistic financial planning.

You will engage affluent and HNW clients, anticipate their complex needs, and coordinate with product specialists to provide comprehensive solutions. The role requires strong analytical and communication skills, FINRA registration, and a self-driven team player attitude.