Senior Wealth Relationship Strategist

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

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) at the Cerritos, CA location. This seasoned professional role requires strong analytical and communication skills, FINRA registrations, and the ability to provide holistic financial planning using Money Guide Pro or NaviPlan Select.

Emphasis on compliance, risk assessment, and client-focused service. Responsibilities include expanding client relationships, coordinating with product specialists, organizing client events, and

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• FINRA registrations: SIE, Series 6/63/65 or 7/66 or equivalent.
• Bachelor’s degree or higher and ability to meet mortgage originator requirements.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling.
• Anticipate complex financial needs and offer holistic solutions across products and tools.
• With product specialists, recognize client banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch meetings.
• Master referral opportunities to grow the portfolio.
• Proactively source and expand high-value customer relationships.
• Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
• Organize client events to enhance bonding.
• Acquire new clients through converting referral leads.
• Manage follow-up and adhere to regulatory and compliance procedures.
• Ensure KYC/AML compliance and escalate/report control issues.
• Collaborate with branch team to ensure positive in-branch experience.
• Assess risk in business decisions, upholding Citi's policies and ethical standards.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

Team player

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) at the Cerritos, CA location. This seasoned professional role requires strong analytical and communication skills, FINRA registrations, and the ability to provide holistic financial planning using Money Guide Pro or NaviPlan Select.

Emphasis on compliance, risk assessment, and client-focused service. Responsibilities include expanding client relationships, coordinating with product specialists, organizing client events, and