Wealth Relationship Lead for High-Net-Worth Clients

Citibank (Switzerland) AG; San Francisco, Northern (CA, KY); Hybrid; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management for the San Francisco branch to deepen client relationships with affluent and high net worth individuals.

You will offer holistic financial planning, coordinate with specialists, and ensure strict regulatory compliance while delivering high-touch, face-to-face engagement to clients. The role requires 5–8 years of relevant experience, strong analytical and communication skills, and proficiency with financial planning tools.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
• Bachelor's degree or equivalent experience.
• Strong analytical and written/verbal communication skills.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and propose holistic solutions across products and services.
• Coordinate with product specialists and conduct high-touch client meetings at preferred locations.
• Ensure KYC/AML compliance and regulatory adherence in all client interactions.
• Organize client events and referrals to grow the portfolio and strengthen relationships.

Skills

Analytical skills

Communication skills

Financial acumen

Education

Bachelor's degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management for the San Francisco branch to deepen client relationships with affluent and high net worth individuals.

You will offer holistic financial planning, coordinate with specialists, and ensure strict regulatory compliance while delivering high-touch, face-to-face engagement to clients. The role requires 5–8 years of relevant experience, strong analytical and communication skills, and proficiency with financial planning tools.