Senior Wealth Relationship Strategist

Citi; Simi Valley (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning.

You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5–8 years of experience, FINRA registrations, and the ability to lead teams and coach new recruits while

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Money Guide Pro or NaviPlan preferred.
• Must be a self-starter and goal-oriented team player.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.
• Must meet all US FINRA requirements within 150 days.
• Insurance Group 1 required and must meet within 150 days.
• Must register as a mortgage loan originator under SAFE Act.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer solutions across products.
• With product specialists, provide holistic financial solutions across banking, credit and investments.
• Provide regular value-added engagement with clients via high-touch meetings at preferred locations.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners (Lending, Wealth, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through referrals and outreach.
• Manage follow-up and adhere to KYC/AML and regulatory procedures.
• Assess risk and uphold Citi policies and integrity.

Skills

Relationship management

Analytical skills

Communication

Detail oriented

Self-starter

Team player

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning.

You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5–8 years of experience, FINRA registrations, and the ability to lead teams and coach new recruits while