Senior Wealth Relationship Manager – HNW Banking

Citi; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Wellness programs

Paid time off

Job summary

Citi Wealth Relationship Management – Branch in San Francisco seeks a Sr. Analyst to deepen affluent client relationships, assess complex financial needs, and provide holistic solutions with a high-touch approach.

The role collaborates with product specialists, ensures KYC/AML compliance, and supports mortgage origination registrations under SAFE Act. Requires FINRA licenses and strong communication skills.

Qualifications

• 5-8 years of experience in wealth management or financial planning
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to details
• Knowledge of Money Guide Pro or NaviPlan Select preferred
• Basic understanding of investment and financial planning strategies
• Must be a self-starter, problem solver and goal-oriented team player
• Must meet US FINRA registrations (SIE, Series 6, 63, 65 OR 7, 66) within 150 days
• Insurance Group 1 requirements within 150 days
• Must register as a mortgage loan originator per SAFE Act requirements

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients
• Anticipate client needs and offer holistic financial solutions across products and services
• Work with product specialists to match banking, credit and investment goals
• Provide high-touch, face-to-face engagements with clients at preferred locations
• Master referral opportunities to grow portfolio
• Proactively source, acquire and expand high-value client relationships
• Refer opportunities to segment partners (Lending Consultants, Financial Advisors, etc.)
• Organize client events to enhance bonding
• Acquire new clients through referrals and new leads
• Manage client follow-up and ensure regulatory and compliance procedures are followed
• Assess risk and maintain Citi policies, safeguarding clients and assets

Skills

Analytical skills

Communication skills

Detail oriented

Self-starter

Team player

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi Wealth Relationship Management – Branch in San Francisco seeks a Sr. Analyst to deepen affluent client relationships, assess complex financial needs, and provide holistic solutions with a high-touch approach.

The role collaborates with product specialists, ensures KYC/AML compliance, and supports mortgage origination registrations under SAFE Act. Requires FINRA licenses and strong communication skills.