Wealth Relationship Architect — Private Client Growth

Sacbar; San Francisco (CA); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Citi in San Francisco is hiring for a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients, delivering holistic financial planning and advice. The role requires FINRA registrations, mortgage licensing, and strong analytical, communication, and compliance skills.

Responsibilities include high-touch client engagement, collaborating with product specialists, and responsibly growing wallet share while adhering to regulatory and Citi policies.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Must meet FINRA registration requirements within 150 days of starting in the role.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier before referring interested clients to Citi.
• Must meet Insurance Group 1 requirements within 150 days of starting in the role.
• Familiarity with Microsoft Office and financial planning software (Money Guide Pro or NaviPlan) is preferred.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling skills.
• Anticipate complex financial needs and offer solutions through a wide range of products, services and tools based on client profiling.
• With product specialists, recognize and understand a client's banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients via high-touch, face-to-face meetings, consistent communication, and seminars.
• Master referral opportunities to grow the portfolio.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

MS Office suite

Financial planning tools

Investment knowledge

Self-starter

Team player

FINRA registrations

Mortgage licensing

Insurance Group 1

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in San Francisco is hiring for a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients, delivering holistic financial planning and advice. The role requires FINRA registrations, mortgage licensing, and strong analytical, communication, and compliance skills.

Responsibilities include high-touch client engagement, collaborating with product specialists, and responsibly growing wallet share while adhering to regulatory and Citi policies.