Senior Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision

401(k) plan

Life, disability insurance

Wellness programs

Job summary

Citi in Santa Clara, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen affluent client relationships with comprehensive financial planning and advisory support.

You will lead high-touch client engagements, assess needs, and coordinate with product specialists to deliver holistic banking, credit and investment solutions. The role requires bilingual Mandarin, strong analytical skills, and knowledge of planning tools like Money Guide Pro or NaviPlan.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Bilingual proficiency: Mandarin (Chinese) required.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent & HNW clients.
• Anticipate client financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients through high-touch meetings and seminars.

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Santa Clara, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen affluent client relationships with comprehensive financial planning and advisory support.

You will lead high-touch client engagements, assess needs, and coordinate with product specialists to deliver holistic banking, credit and investment solutions. The role requires bilingual Mandarin, strong analytical skills, and knowledge of planning tools like Money Guide Pro or NaviPlan.