Senior Wealth Relationship Manager – HNW Solutions

Citi Group; Anaheim (CA); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

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Résumé du poste

Citigroup is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in Anaheim Hills, CA. You will identify and deepen relationships with affluent/HNW clients, provide holistic financial solutions, and drive high-touch engagement, referrals, and compliance.

Responsibilities include coordinating with product specialists, organizing client events, and ensuring regulatory adherence while delivering exceptional in-branch service.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Strong analytical and financial skills; proven communication abilities.
• Proficient in MS Office; experience with Money Guide Pro or NaviPlan is preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player; work without direction.
• US FINRA registrations (SIE, 6/63/65 or 7/66) required within 150 days.
• Insurance Group 1 license required within 150 days.

Responsabilités

• Identify, build and deepen relationships to gain wallet share in affluent/HNW clients.
• Anticipate complex financial needs and offer comprehensive solutions.
• Collaborate with product specialists to address banking, credit, and investment goals.
• Provide high-touch, in-person client engagements and seminars.
• Source referrals, grow portfolio, and refer to segment partners as needed.
• Organize client events to strengthen client relationships.
• Acquire new clients through referrals; manage follow-up and compliance.

Connaissances

Strong analytical skills

Financial planning skills

Verbal and written communication

Attention to detail

Self-starter / problem solver

Formation

Bachelor's degree

Outils

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel/Outlook/Word)

Description du poste

Citigroup is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in Anaheim Hills, CA. You will identify and deepen relationships with affluent/HNW clients, provide holistic financial solutions, and drive high-touch engagement, referrals, and compliance.

Responsibilities include coordinating with product specialists, organizing client events, and ensuring regulatory adherence while delivering exceptional in-branch service.