Senior Wealth Relationship Strategist

Citigroup Inc.; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, offering comprehensive financial planning and personalized solutions.

The role emphasizes discovery, profiling, and high-touch client engagement to drive wallet share. Responsibilities include coordinating with product specialists, managing compliance with KYC/AML and regulatory standards, and cultivating a broad network of referrals to grow the portfolio while maintaining

Qualifications

• Bachelor's degree or equivalent experience.
• Experience with FINRA registrations and mortgage licensing.
• Attention to detail and strong analytical skills.
• Self-starter, problem solver and goal-oriented team player.
• Experience with Money Guide Pro or NaviPlan preferred.

Responsibilities

• Identify and deepen relationships with affluent and High Net Worth clients using profiling.
• Anticipate complex financial needs and offer holistic solutions across banking, credit and investments.
• Collaborate with product specialists to understand client goals and provide tailored financial plans.
• Provide regular value-added engagement with clients through high-touch meetings and seminars.
• Develop referrals and grow the client portfolio through proactive outreach.
• Coordinate with segment partners to optimize cross-sell opportunities.
• Organize client events to strengthen client relationships.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

MS Office (Excel, Outlook, Word)

Money Guide Pro / NaviPlan Select

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, offering comprehensive financial planning and personalized solutions.

The role emphasizes discovery, profiling, and high-touch client engagement to drive wallet share. Responsibilities include coordinating with product specialists, managing compliance with KYC/AML and regulatory standards, and cultivating a broad network of referrals to grow the portfolio while maintaining