Senior Wealth Relationship Manager

Citi; Los Angeles (CA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in Sherman Oaks, California, seeks a Sr. Analyst for Wealth Relationship Management (SAFE Act).

This seasoned professional will advance client relationships with affluent and high-net-worth individuals, providing holistic financial guidance across banking, credit, and investment solutions. You will meet clients face-to-face, coordinate with product specialists, and ensure strict adherence to KYC/AML and regulatory standards.

Qualifications

• 5-8 years of experience in wealth management or financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must be a self-starter, problem solver and a goal-oriented team player.
• Must meet US FINRA Registration requirements within 150 days of starting.

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 and services.
• Collaborate with product specialists to align recommendations with client goals.
• Provide regular high-touch engagement with clients at preferred locations.
• Ensure KYC/AML compliance and adhere to regulatory procedures.

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter

Money management knowledge

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi in Sherman Oaks, California, seeks a Sr. Analyst for Wealth Relationship Management (SAFE Act).

This seasoned professional will advance client relationships with affluent and high-net-worth individuals, providing holistic financial guidance across banking, credit, and investment solutions. You will meet clients face-to-face, coordinate with product specialists, and ensure strict adherence to KYC/AML and regulatory standards.