Senior Wealth Relationship Manager - HNW Solutions

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citigroup Inc. in San Francisco, CA seeks a Senior Analyst for Wealth Relationship Management (Branch) under the SAFE Act. This seasoned professional will lead and coach teams, improve workflows, and manage client relationships in Private Client Coverage.

You will identify affluent and HNW clients, assess financial needs, offer holistic solutions, and conduct regular high-touch meetings while ensuring KYC/AML compliance and strong regulatory adherence.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Experience with Money Guide Pro or NaviPlan Select preferred.
• Basic understanding of investment and financial planning strategies.
• Must be a self-starter, problem solver and a goal-oriented team player.
• US FINRA Registration: SIE, 6, 63, 65 OR 7 and 66 or equivalent.
• Must meet FINRA requirements within 150 days of starting.
• Insurance Group 1 required.
• Must meet Insurance Group 1 requirements within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• With product specialists, recognize client banking, credit and investment needs.
• Provide regular value-added engagement with high-touch meetings.
• Master referral opportunities to grow portfolio.
• Source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance bonding.

Skills

Analytical skills

Communication skills

Organizational skills

Self-starter

Problem solving

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in San Francisco, CA seeks a Senior Analyst for Wealth Relationship Management (Branch) under the SAFE Act. This seasoned professional will lead and coach teams, improve workflows, and manage client relationships in Private Client Coverage.

You will identify affluent and HNW clients, assess financial needs, offer holistic solutions, and conduct regular high-touch meetings while ensuring KYC/AML compliance and strong regulatory adherence.