Senior Wealth Relationship Strategist

Citi; Modesto (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

Citi in Modesto, California, is hiring a Sr. Analyst for Wealth Relationship Management. This role entails building and managing client relationships, understanding their financial needs, and providing tailored financial solutions. Ideal candidates should have 5-8 years of experience and strong analytical skills. This high-impact role requires communication skills and compliance adherence.

The position offers opportunities for leadership and direct client engagement while being part of a team that prioritizes client relationships and compliance with regulatory standards.

Qualifications

• 5-8 years of experience in finance or related fields.
• Strong analytical and financial skills with attention to detail.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.

Responsibilities

• Build and manage relationships with affluent clients.
• Provide financial planning solutions based on client profiling.
• Manage client follow-ups while adhering to compliance norms.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to details

Team player

Education

Bachelor’s/University degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citi in Modesto, California, is hiring a Sr. Analyst for Wealth Relationship Management. This role entails building and managing client relationships, understanding their financial needs, and providing tailored financial solutions. Ideal candidates should have 5-8 years of experience and strong analytical skills. This high-impact role requires communication skills and compliance adherence.

The position offers opportunities for leadership and direct client engagement while being part of a team that prioritizes client relationships and compliance with regulatory standards.