Senior Wealth Relationship Manager

Citigroup Inc.; Los Angeles (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions. The ideal candidate will have 5-8 years of experience, strong analytical and communication skills, and necessary FINRA registrations. The role requires compliance with various regulations and offers a full-time position with a competitive salary range of $83,920 to $125,880 plus benefits.

Qualifications

• 5-8 years of experience in financial services.
• Must have strong analytical and financial skills.
• Required current US FINRA Registration: 'SIE', 'Series 6, 63, and 65' or equivalent.
• Must be a self-starter, problem solver and goal-oriented.

Responsibilities

• Build and deepen relationships with affluent and High Net Worth clients.
• Anticipate complex financial needs and provide tailored solutions.
• Organize client events to enhance bonding.
• Ensure compliance with KYC/AML norms.

Skills

Analytical skills

Communication skills

Financial planning

Organization

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions. The ideal candidate will have 5-8 years of experience, strong analytical and communication skills, and necessary FINRA registrations. The role requires compliance with various regulations and offers a full-time position with a competitive salary range of $83,920 to $125,880 plus benefits.