Senior Wealth Relationship Manager - Private Banking

Sacbar; Milpitas (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi in Milpitas, CA seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and offer holistic financial solutions for affluent clients. The role requires strong analytical skills, FINRA registrations, and the ability to coordinate with product specialists.

Responsibilities include high-touch client engagement, referrals, and compliance with KYC/AML procedures while driving portfolio growth and maintaining regulatory standards.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Must meet ALL US FINRA Registration within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients—High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.

Job description

Citi in Milpitas, CA seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and offer holistic financial solutions for affluent clients. The role requires strong analytical skills, FINRA registrations, and the ability to coordinate with product specialists.

Responsibilities include high-touch client engagement, referrals, and compliance with KYC/AML procedures while driving portfolio growth and maintaining regulatory standards.