Wealth Advisor for High-Net-Worth Clients

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

Job summary

Citi's Wealth Relationship Management (Branch) role in Santa Clara, CA, focuses on deepening affluent client relationships and delivering holistic financial planning solutions. The position requires strong analytical and communication skills, FINRA registrations, and adherence to regulatory standards.

The role involves high-touch client engagement, collaboration with product specialists, and active referral of opportunities to partners, while maintaining strict compliance with KYC/AML and

Qualifications

• 5–8 years of wealth management experience.
• Strong knowledge of financial planning and investment strategies.
• Proficient in MS Office (Excel, Outlook, Word).
• FINRA registrations and mortgage origination requirements knowledge.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and high net worth clients with financial planning and discovery skills.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients via high-touch, face-to-face meetings.
• Refer opportunities to segment partners and collaborate with branch team.
• Ensure KYC/AML and regulatory compliance procedures are followed.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Microsoft Office

Money Guide Pro

NaviPlan Select

FINRA registrations

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi's Wealth Relationship Management (Branch) role in Santa Clara, CA, focuses on deepening affluent client relationships and delivering holistic financial planning solutions. The position requires strong analytical and communication skills, FINRA registrations, and adherence to regulatory standards.

The role involves high-touch client engagement, collaboration with product specialists, and active referral of opportunities to partners, while maintaining strict compliance with KYC/AML and