Senior Wealth Relationship Manager – HNW & Compliance

Citigroup Inc.; San Francisco (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates should possess 5-8 years of experience, strong analytical skills, and relevant US FINRA registrations. Competitive salary range of $88,400 - $132,600 along with generous benefits including medical coverage, 401(k), and paid time off.

Qualifications

• 5-8 years of experience in a relevant financial role.
• Self-starter and goal-oriented team player.
• Required US FINRA Registration: SIE, Series 6, 63, 65, or Series 7 and 66.

Responsibilities

• Build and deepen client relationships in the affluent segment.
• Offer holistic financial solutions based on client profiling.
• Ensure compliance with KYC/AML and other regulatory norms.

Skills

Strong analytical skills

Strong verbal communication skills

Strong written communication skills

Organizational skills

Attention to details

Client relationship management

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates should possess 5-8 years of experience, strong analytical skills, and relevant US FINRA registrations. Competitive salary range of $88,400 - $132,600 along with generous benefits including medical coverage, 401(k), and paid time off.