Senior Wealth Relationship Manager

Citigroup Inc.; Los Gatos (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off (vacation & holidays)

Job summary

Citigroup Inc. in Los Gatos, CA seeks a Sr. Analyst in Wealth Relationship Management to advance client engagement with affluent and high‑net worth individuals, leveraging financial planning tools and deep relationship-building.

The role emphasizes regulatory compliance (SAFE Act, KYC/AML), FINRA registrations, mortgage licensing, and collaboration with branch teams to deliver holistic solutions and growth.

Qualifications

• 5-8 years of experience.
• 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 ALL US FINRA Registration requirements within 150 days of starting in the role.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Coordinate with product specialists to address banking, credit and investment needs.
• Provide high-touch engagement with clients through regular meetings and seminars.
• Ensure compliance with KYC/AML and Citi policies.
• Refer opportunities to segment partners and expand client relationships.

Skills

Strong analytical skills

Strong verbal and writtenCommunication

Organized with attention to detail

Self-starter

Problem solving

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Los Gatos, CA seeks a Sr. Analyst in Wealth Relationship Management to advance client engagement with affluent and high‑net worth individuals, leveraging financial planning tools and deep relationship-building.

The role emphasizes regulatory compliance (SAFE Act, KYC/AML), FINRA registrations, mortgage licensing, and collaboration with branch teams to deliver holistic solutions and growth.