Senior Wealth Relationship Manager

Citi

Mountain View (CA)

In loco

USD 88.000 - 133.000

Tempo pieno

2 giorni fa

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Descrizione del lavoro

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Mountain View) to develop deep relationships with affluent and High Net Worth clients, offering holistic financial planning and tailored banking solutions.

The role emphasizes compliance, KYC/AML adherence, and proactive client engagement. With 5–8 years of relevant experience, you will coordinate with product specialists to meet diverse client needs, organize client events, and maintain strong communication across teams to ensure

Competenze

Minimum 5–8 years of experience.
Strong analytical and financial skills.
Excellent verbal and written communication.
Detail-oriented with strong organizational skills.
Experience with Money Guide Pro or NaviPlan planning tools preferred.

Mansioni

Identify,build and deepen relationships with affluent and HNW clients.
Anticipate complex financial needs and offer holistic financial solutions.
Collaborate with product specialists to address banking, credit and investment needs.
Provide regular value-added engagement through high-touch meetings and seminars.
Proactively source, acquire and expand high-value client relationships.