Senior Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco.

The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit, and investment needs. Responsibilities include high-touch client engagement, referrals, and compliant, proactive risk management, with required FINRA registrations and mortgage origination obligations.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Required current US FINRA Registration: SIE, 6, 63, 65 OR Series 7 and 66 or equivalent.
• Mortgage loan originator registration with the Nationwide Registry required within 150 days of starting.
• Insurance Group 1 required and to be met within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients with financial planning and discovery skills.
• Anticipate complex financial needs and offer solutions through a wide range of products and tools.
• Recognize and understand client banking, credit and investment needs to provide holistic solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client locations.
• Master referral opportunities to grow portfolio and proactively source high-value clients.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisors, etc.).
• Organize client events to enhance client bonding and retention.
• Acquire new clients through referrals and proactive outreach.
• Manage client follow-up and adhere to regulatory/compliance procedures.

Skills

Analytical skills

Financial skills

Communication skills

Self-starter

Detail-oriented

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco.

The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit, and investment needs. Responsibilities include high-touch client engagement, referrals, and compliant, proactive risk management, with required FINRA registrations and mortgage origination obligations.