Senior Wealth Relationship Strategist

Citi; Hanford (CA); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Health coverage

401(k) benefits

Paid time off

Job summary

Citi is seeking a Wealth Relationship Management Sr. Analyst in Hanford, California. This seasoned professional will manage relationships with affluent clients, providing financial solutions tailored to their needs. Responsibilities include anticipating client needs, organizing client events, and ensuring adherence to compliance regulations.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and a Bachelor's degree. Citi offers a competitive salary range of $78,080 – $117,120, along with a comprehensive benefits package.

Qualifications

• 5‑8 years of experience in financial planning or relationship management.
• Knowledge of compliance and regulatory norms.
• Self-starter and goal-oriented team player.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer solutions.
• Manage client follow-up and adhere to compliance procedures.

Skills

Analytical skills

Verbal communication

Organizational skills

Financial skills

Detail-oriented

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office Suite

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management Sr. Analyst in Hanford, California. This seasoned professional will manage relationships with affluent clients, providing financial solutions tailored to their needs. Responsibilities include anticipating client needs, organizing client events, and ensuring adherence to compliance regulations.

The ideal candidate will have 5-8 years of experience, strong analytical skills, and a Bachelor's degree. Citi offers a competitive salary range of $78,080 – $117,120, along with a comprehensive benefits package.