Senior Wealth Relationship Manager

Citi; 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 & disability insurance

Wellness programs

Paid time off (vacation, sick leave, H

Job summary

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Los Gatos, CA, is a senior professional role focused on deepening client relationships among the affluent and HNW segments.

You will identify needs, offer holistic financial solutions, and coordinate with product specialists for tailored advice. Responsibilities include high-touch client engagement, proactive discovery, and ensuring regulatory compliance such as KYC/AML and proper licensing.

Qualifications

• Bachelor's degree or equivalent experience.
• 5-8 years of experience in wealth management/branch roles.
• Current US FINRA registration: SIE, 6, 63, 65 OR Series 7 and 66 or equivalent.
• Mortgage loan originator registration required within 150 days of starting.
• Insurance Group 1 required within 150 days of starting.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients through high-touch meetings and seminars.
• Ensure KYC/AML compliance and other regulatory procedures are followed.

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter

Team player

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Los Gatos, CA, is a senior professional role focused on deepening client relationships among the affluent and HNW segments.

You will identify needs, offer holistic financial solutions, and coordinate with product specialists for tailored advice. Responsibilities include high-touch client engagement, proactive discovery, and ensuring regulatory compliance such as KYC/AML and proper licensing.