Senior Wealth Relationship Manager

Citigroup Inc.; Upland (CA); On-site; USD 78,000 - 117,000; Full time

Job summary

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen relationships with affluent clients through financial planning and holistic solutions.

The role emphasizes high-touch engagement, thorough profiling, and proactive portfolio expansion within Citi's private client services framework. You will collaborate with product specialists to address banking, credit, and investment needs while ensuring compliance and strong client service across in-branch

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and Money Guide Pro, or NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling.
• 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, recognize and understand a client's banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client's preferred location, with consistent communication.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners where appropriate (Lending Consultants, 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 KYC/AML and other compliance norms are strictly adhered.
• Partner with all branch team roles to ensure a positive in-branch experience.
• Appropriately assess risk when business decisions are made, aligning with Citi policies and regulatory requirements.

Skills

Analytical skills

Communication skills

Organized

MS Office

Financial planning tools

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen relationships with affluent clients through financial planning and holistic solutions.

The role emphasizes high-touch engagement, thorough profiling, and proactive portfolio expansion within Citi's private client services framework. You will collaborate with product specialists to address banking, credit, and investment needs while ensuring compliance and strong client service across in-branch