Senior Wealth Relationship Manager – Private Banking

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

Job summary

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Milpitas, CA, seeks a seasoned professional to deepen relationships with affluent clients and provide holistic financial planning.

You will coordinate with product specialists to tailor banking, credit, and investment solutions while maintaining strong regulatory compliance and KYC/AML standards. Role requires 5–8 years of experience, strong analytical and communication skills, and a proactive, self-driven approach within a team.

Qualifications

• 5-8 years of experience in wealth planning or related roles.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficiency with MS Office and financial planning software preferred.

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, intuitively 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.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Problem solving

Team player

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Milpitas, CA, seeks a seasoned professional to deepen relationships with affluent clients and provide holistic financial planning.

You will coordinate with product specialists to tailor banking, credit, and investment solutions while maintaining strong regulatory compliance and KYC/AML standards. Role requires 5–8 years of experience, strong analytical and communication skills, and a proactive, self-driven approach within a team.