Senior Wealth Strategy & Relationship Manager

Citigroup Inc.; Upland (CA); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in Upland, California. This seasoned role involves building relationships with affluent clients, understanding their complex financial needs, and proposing comprehensive financial solutions. Candidates must possess strong analytical and communication skills, demonstrate effective client engagement, and comply with regulatory standards.

The position is full-time, with a salary range of $78,080 - $117,120 and various employee benefits.

Qualifications

• 5-8 years of experience in financial planning or analysis.
• Strong verbal and written communication skills required.
• Must be a self-starter and problem solver.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer tailored solutions.
• Ensure compliance with KYC/AML and regulatory norms.

Skills

Analytical skills

Communication skills

Financial planning

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Excel

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in Upland, California. This seasoned role involves building relationships with affluent clients, understanding their complex financial needs, and proposing comprehensive financial solutions. Candidates must possess strong analytical and communication skills, demonstrate effective client engagement, and comply with regulatory standards.

The position is full-time, with a salary range of $78,080 - $117,120 and various employee benefits.