Senior Wealth Relationship Strategist

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

Job summary

Citi in Los Angeles, CA seeks a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, identify financial needs, and deliver holistic planning solutions.

The role emphasizes high-touch engagement, collaboration with product specialists, and strict regulatory adherence. Requirements include 5-8 years of experience, FINRA registrations, and mortgage origination eligibility under SAFE Act.

Qualifications

• 5-8 years of experience.
• Must have US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66.
• Must meet ALL US FINRA requirements within 150 days.
• Mortgage loan originator registration required under SAFE Act within 150 days.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate and address complex financial needs with a wide range of products and services.
• Provide holistic financial solutions with support from product specialists.
• Maintain high-touch client engagement through regular in-person meetings and events.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance bonding and referrals.
• Ensure compliance with KYC/AML and regulatory procedures.
• Collaborate with branch team to ensure positive in-branch experiences.

Skills

Strong analytical skills

Strong verbal and written communicator

Organized with attention to detail

Self-starter and problem solver

Regulatory awareness

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Los Angeles, CA seeks a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, identify financial needs, and deliver holistic planning solutions.

The role emphasizes high-touch engagement, collaboration with product specialists, and strict regulatory adherence. Requirements include 5-8 years of experience, FINRA registrations, and mortgage origination eligibility under SAFE Act.