Senior Wealth Relationship Architect

Citibank (Switzerland) AG; San Francisco, Northern (CA, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off

Job summary

Citibank (Switzerland) AG in San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline to develop new techniques and improve processes within private client coverage.

Responsibilities include proactive client engagement, holistic planning, KYC/AML compliance, and collaboration with product partners to address complex financial needs of HNW clients.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Experience with financial planning software (Money Guide Pro or NaviPlan) preferred.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and HNW segment with financial planning skills.
• Provide holistic financial solutions based on client profiling and needs.
• Engage with clients through high-touch, face-to-face meetings at preferred locations and regular communications.
• Source, acquire and expand high-value client relationships and maximize sale opportunities.
• Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
• Organize client events to enhance client bonding and manage referrals.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Leadership & coaching

Problem solving

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word)

Job description

Citibank (Switzerland) AG in San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline to develop new techniques and improve processes within private client coverage.

Responsibilities include proactive client engagement, holistic planning, KYC/AML compliance, and collaboration with product partners to address complex financial needs of HNW clients.