Senior Wealth Relationship Architect

Citi; West Hollywood (CA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Citi’s Wealth Relationship Management (Branch) Sr. Analyst in Glendale, California seeks a seasoned professional to apply in-depth financial and industry expertise, deepen client relationships, and deliver holistic solutions across banking, credit and investments.

You will identify and pursue incremental wallet share with affluent and HNW clients, provide value through discovery, profiling and tailored planning, and coordinate with product specialists to meet client goals while adhering to

Qualifications

• 5-8 years of experience in financial services or wealth management.
• Strong analytical and financial skills with attention to detail.
• Must possess excellent verbal and written communication skills.

Responsibilities

• Identify and deepen relationships to gain wallet share among affluent/HNW clients.
• Assess client needs and offer holistic financial solutions across banking, credit, and investments.
• Coordinate with product specialists and ensure regulatory compliance (KYC/AML).
• Provide high-touch engagement and ongoing client communication.

Skills

Analytical thinking

Client relationship management

Communication skills

Financial analysis

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi’s Wealth Relationship Management (Branch) Sr. Analyst in Glendale, California seeks a seasoned professional to apply in-depth financial and industry expertise, deepen client relationships, and deliver holistic solutions across banking, credit and investments.

You will identify and pursue incremental wallet share with affluent and HNW clients, provide value through discovery, profiling and tailored planning, and coordinate with product specialists to meet client goals while adhering to