Senior Wealth Relationship Manager

Citigroup Inc.; Mountain View (CA); On-site; USD 88,400 - 132,600; Full time

Job summary

Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments.

You will work with product specialists, deliver high-touch client experiences, lead referrals, and collaborate with partners while upholding KYC/AML and regulatory standards to protect clients and Citi.

Qualifications

• Bachelor's/University degree or equivalent experience.
• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Knowledge of Microsoft Office and financial planning software.
• Must be a self-starter and team player.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients– High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Self-starter / problem solver

US FINRA Registration (SIE, Series 6/7

Mortgage loan originator registration

Relationship building

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments.

You will work with product specialists, deliver high-touch client experiences, lead referrals, and collaborate with partners while upholding KYC/AML and regulatory standards to protect clients and Citi.