Senior Wealth Relationship Strategist

Citigroup Inc.; Hanford (CA); Presencial; USD 78.000 - 117.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Paid time off

Descripción de la vacante

Citigroup Inc. in Hanford, CA seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will develop deep client relationships, diagnose financial needs, and coordinate across banking and investment products to deliver comprehensive plans.

The role emphasizes high-touch engagement, compliance and cross-team collaboration. Requires 5–8 years’ experience, FINRA registration readiness, and strong communication skills in a private client setting.

Formación

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication abilities.
• Structured with high attention to detail and organization.
• Familiarity with Money Guide Pro, NaviPlan Select, or similar tools preferred.

Responsabilidades

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across banking, credits and investments.
• Collaborate with product specialists to tailor financial plans to client goals.
• Provide regular high-touch engagement with clients through meetings, seminars and ongoing communication.
• Source referrals and expand high-value client relationships while ensuring regulatory and compliance adherence.

Conocimientos

Analytical skills

Communication skills

Financial planning

Attention to detail

Self-starter

Educación

Bachelor's degree

Herramientas

Money Guide Pro

NaviPlan Select

Excel

Descripción del empleo

Citigroup Inc. in Hanford, CA seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will develop deep client relationships, diagnose financial needs, and coordinate across banking and investment products to deliver comprehensive plans.

The role emphasizes high-touch engagement, compliance and cross-team collaboration. Requires 5–8 years’ experience, FINRA registration readiness, and strong communication skills in a private client setting.