Senior Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Hanford, California. The role involves building and managing client relationships, providing financial solutions, and ensuring compliance with all regulatory requirements. Candidates should have strong analytical and communication skills along with experience in financial planning.

The position offers a competitive salary and comprehensive benefits, creating an opportunity to thrive in a dynamic financial institution dedicated to client success.

Qualifications

• 5-8 years of experience.
• Strong verbal and written communication skills.
• Must be a self-starter with problem-solving abilities.

Responsibilities

• Build relationships with affluent and High Net Worth clients.
• Provide tailored financial solutions based on client needs.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Strong communication skills

Organizational skills

Financial planning software knowledge

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Hanford, California. The role involves building and managing client relationships, providing financial solutions, and ensuring compliance with all regulatory requirements. Candidates should have strong analytical and communication skills along with experience in financial planning.

The position offers a competitive salary and comprehensive benefits, creating an opportunity to thrive in a dynamic financial institution dedicated to client success.