Senior Wealth Relationship Manager

Citi; Palm Springs (CA); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and HNW individuals in Palm Springs, CA.

You will identify needs, coordinate with product specialists, and deliver holistic financial solutions with a high-touch service approach. The role requires 5-8 years of experience, strong analytical skills, and active client discovery and profiling.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills are required.
• Must be a self-starter, problem solver and goal-oriented team player.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Coordinate with product specialists to tailor banking, credit and investment strategies.
• Provide regular high-touch engagement with clients via meetings at preferred locations and ongoing communications.
• Proactively source and expand high-value client relationships; refer opportunities to partners as appropriate.

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and HNW individuals in Palm Springs, CA.

You will identify needs, coordinate with product specialists, and deliver holistic financial solutions with a high-touch service approach. The role requires 5-8 years of experience, strong analytical skills, and active client discovery and profiling.