Senior Wealth Relationship Strategist

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

Job summary

Citi in Glendale, California is seeking a Sr. Analyst in Wealth Relationship Management SAFE Act, a seasoned professional who builds affluent client relationships and coordinates across teams to deliver comprehensive financial solutions.

The role emphasizes high-touch client engagement, proactive financial needs analysis, and strict adherence to KYC/AML and regulatory requirements, including mortgage origination registration.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficiency in Microsoft Office; experience with Money Guide Pro or NaviPlan.
• Basic understanding of investment and financial planning strategies.
• FINRA registrations: SIE, 6, 63, 65 or 7/66 (or equivalent).
• Mortgage loan originator registration with NMLS within 150 days; maintain annually.
• Insurance Group 1 requirements within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent clients.
• Anticipate the complex financial needs of clients and offer holistic solutions.
• With product specialists, recognize and address banking, credit, and investment needs.
• Provide regular high-touch engagement with clients and host events.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Adhere to KYC/AML and all regulatory procedures.

Skills

Analytical skills

Communication skills

Detail oriented

Microsoft Office

Money Guide Pro/NaviPlan

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan

Job description

Citi in Glendale, California is seeking a Sr. Analyst in Wealth Relationship Management SAFE Act, a seasoned professional who builds affluent client relationships and coordinates across teams to deliver comprehensive financial solutions.

The role emphasizes high-touch client engagement, proactive financial needs analysis, and strict adherence to KYC/AML and regulatory requirements, including mortgage origination registration.