Senior Wealth Relationship Strategist

Citi; Newark (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi in Newark, CA seeks a Wealth Relationship Mgmt. Sr. Analyst SAFE Act to deepen relationships with affluent clients and expand wallet share through financial planning and discovery.

With 5–8 years’ experience, you will coordinate with product specialists to address banking, credit and investment needs, ensure KYC/AML compliance, and coach teammates while meeting FINRA and mortgage origination requirements.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Must hold current US FINRA registrations: SIE, 6, 63, and 65 OR 7 and 66.
• Must meet ALL FINRA requirements within 150 days of starting in the role.
• Mortgage loan originator registration with NMLS required.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Collaborate with product specialists to assess banking, credit and investment needs.
• Provide regular high-touch engagement with clients and coordinate meetings.
• Refer opportunities to segment partners when appropriate.
• Organize client events and manage referrals.
• Ensure KYC/AML and compliance procedures are followed.

Skills

Analytical skills

Financial acumen

Verbal communication

Written communication

Detail oriented

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Newark, CA seeks a Wealth Relationship Mgmt. Sr. Analyst SAFE Act to deepen relationships with affluent clients and expand wallet share through financial planning and discovery.

With 5–8 years’ experience, you will coordinate with product specialists to address banking, credit and investment needs, ensure KYC/AML compliance, and coach teammates while meeting FINRA and mortgage origination requirements.