Senior Wealth Relationship Manager & Planner

Citi; Los Angeles (CA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Los Angeles, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen relationships with affluent clients, propose holistic financial solutions, and lead high-touch engagements. The role involves coordinating with product specialists, expanding revenue opportunities, and ensuring strict KYC/AML compliance.

Requires 5–8 years of experience, FINRA registration, and mortgage origination eligibility under SAFE Act. Full-time position with competitive benefits and salary range.

Qualifications

• 5-8 years of experience in wealth planning or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Self-starter, problem solver and goal-oriented team player.
• US FINRA registration required or equivalent.
• Mortgage loan originator registration required under SAFE Act within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to assess banking, credit and investment needs.
• Engage clients with regular value-added meetings and communications.
• Develop referrals and expand high-value client relationships.
• Coordinate with segment partners and organize client events.
• Refer opportunities to partners and manage compliance with regulatory procedures.
• Ensure adherence to KYC/AML and Citi policies, escalating control issues when needed.

Skills

Analytical skills

Financial skills

Verbal and written communication

Attention to detail

Self-starter and problem solver

Team player

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi in Los Angeles, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen relationships with affluent clients, propose holistic financial solutions, and lead high-touch engagements. The role involves coordinating with product specialists, expanding revenue opportunities, and ensuring strict KYC/AML compliance.

Requires 5–8 years of experience, FINRA registration, and mortgage origination eligibility under SAFE Act. Full-time position with competitive benefits and salary range.