Senior Wealth Relationship Strategist

Citi; San Francisco (CA); In loco; USD 88.000 - 133.000; Tempo pieno

Vantaggi offerti da questo lavoro

Benefits package including health, 401

Descrizione del lavoro

Citi Wealth Management in San Francisco seeks a Sr. Analyst to deepen client relationships with affluent and high-net-worth individuals, delivering holistic financial planning and personalized advisory services.

You will work with product specialists to tailor solutions across banking, credit, and investments, while maintaining strict regulatory compliance and coordinating with branch partners to enhance the client experience.

Competenze

• 5-8 years of experience in financial services or wealth management.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Detail-oriented with strong organizational skills.
• Proficient in Microsoft Office; familiarity with financial planning software preferred.
• Understanding of investment and financial planning strategies.
• Self-starter, problem solver, and team player.
• Must have US FINRA registrations (SIE, Series 6/63/65 or 7/66). Must meet requirements within 150 days.

Mansioni

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate client financial needs and offer holistic solutions across banking, credit, and investments.
• Collaborate with product specialists to map client goals to financial plans.
• Conduct high-touch, in-person client engagements at preferred locations.
• Develop referral opportunities to expand portfolio.
• Proactively source, acquire, and expand high-value client relationships.
• Coordinate with segment partners (Lending, Financial Advisory, Small Business, RM).
• Organize client events to strengthen client bonding.
• Refer opportunities to appropriate partners as needed.
• Ensure compliance with KYC/AML and all regulatory procedures.

Conoscenze

5-8 years experience

Analytical skills

Communication skills

Attention to detail

MS Office (Excel/Outlook/Word)

Financial planning software

Investment knowledge

Self-starter

FINRA registration

Formazione

Bachelor's degree

Strumenti

Money Guide Pro

NaviPlan Select

Descrizione del lavoro

Citi Wealth Management in San Francisco seeks a Sr. Analyst to deepen client relationships with affluent and high-net-worth individuals, delivering holistic financial planning and personalized advisory services.

You will work with product specialists to tailor solutions across banking, credit, and investments, while maintaining strict regulatory compliance and coordinating with branch partners to enhance the client experience.