Senior Wealth Relationship Strategist

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

Job summary

Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending, and investment products.

The role requires strong analytical and communication skills, FINRA registration, mortgage origination compliance, and the ability to lead, coach, and coordinate with product specialists to deepen wallet

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Experience using Money Guide Pro or NaviPlan Select preferred.
• US FINRA Registration required or equivalent.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Collaborate with product specialists to tailor banking, credit and investment advice.
• Provide regular high-touch engagement with clients—face-to-face meetings at preferred locations.
• Generate referrals and expand high-value client relationships.
• Source and manage opportunities, coordinating with segment partners as needed.
• Organize client events to strengthen client bonds.

Skills

Strong analytical skills

Strong financial skills

Strong verbal and writtencommunication

Attention to detail

Self-starter

Education

Bachelor's degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Simi Valley, California is seeking a Senior Analyst in Wealth Relationship Management (Branch) to build deep relationships with affluent and high-net-worth clients, advise on financial planning, and deliver holistic solutions across banking, lending, and investment products.

The role requires strong analytical and communication skills, FINRA registration, mortgage origination compliance, and the ability to lead, coach, and coordinate with product specialists to deepen wallet