Senior Wealth Relationship Manager for HNW

Citigroup Inc.; Milpitas (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. in Milpitas, CA seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening relationships with affluent clients, delivering holistic financial planning, and coordinating with product specialists to meet complex needs.

You will conduct high-touch client engagements, manage referrals, and ensure strict compliance with KYC/AML and Citi policies. Strong communication and FINRA/MLO readiness are essential.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills with client-focused approach.
• Excellent verbal and written communication abilities.
• Self-starter capable of independent work and collaboration.
• Familiarity with regulatory and compliance procedures (KYC/AML).
• Must meet US FINRA requirements and mortgage licensing prerequisites within set timelines.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent/HNW clients.
• Assess complex financial needs and offer holistic solutions across products.
• Provide high-touch, face-to-face client engagement and referrals to specialists.
• Coordinate with branch partners to ensure positive client experiences.
• Ensure compliance with regulatory and internal control procedures.

Skills

Analytical skills

Financial skills

Communication skills

Self-starter

Problem solving

Regulatory awareness

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Milpitas, CA seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening relationships with affluent clients, delivering holistic financial planning, and coordinating with product specialists to meet complex needs.

You will conduct high-touch client engagements, manage referrals, and ensure strict compliance with KYC/AML and Citi policies. Strong communication and FINRA/MLO readiness are essential.