Senior Wealth Relationship Strategist

Citi; San Francisco (CA); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations.

The ideal candidate will have 5-8 years of relevant experience, strong analytical and communication skills, and must possess the required FINRA registrations. This full-time position offers a salary range of $88,400 to $132,600.

Qualifications

• 5-8 years of experience required.
• Current US FINRA Registration necessary.
• Insurance Group 1 required.

Responsibilities

• Build and deepen relationships to increase share of affluent clients.
• Offer solutions based on client profiling.
• Manage compliance with regulatory procedures.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Proficiency with Microsoft Office

Problem-solving skills

Education

Bachelor's or university degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role is essential for building and deepening client relationships, while also ensuring compliance with financial regulations.

The ideal candidate will have 5-8 years of relevant experience, strong analytical and communication skills, and must possess the required FINRA registrations. This full-time position offers a salary range of $88,400 to $132,600.