Wealth Relationship Manager - Anaheim Hills

Citi Group; Anaheim (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

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Job summary

Citigroup is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in Anaheim Hills, CA. You will identify and deepen relationships with affluent/HNW clients, provide holistic financial solutions, and drive high-touch engagement, referrals, and compliance.

Responsibilities include coordinating with product specialists, organizing client events, and ensuring regulatory adherence while delivering exceptional in-branch service.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Strong analytical and financial skills; proven communication abilities.
• Proficient in MS Office; experience with Money Guide Pro or NaviPlan is preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player; work without direction.
• US FINRA registrations (SIE, 6/63/65 or 7/66) required within 150 days.
• Insurance Group 1 license required within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain wallet share in affluent/HNW clients.
• Anticipate complex financial needs and offer comprehensive solutions.
• Collaborate with product specialists to address banking, credit, and investment goals.
• Provide high-touch, in-person client engagements and seminars.
• Source referrals, grow portfolio, and refer to segment partners as needed.
• Organize client events to strengthen client relationships.
• Acquire new clients through referrals; manage follow-up and compliance.

Skills

Strong analytical skills

Financial planning skills

Verbal and written communication

Attention to detail

Self-starter / problem solver

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel/Outlook/Word)

Job description

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role.

Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual.

Responsibilities :

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered .
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications :

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance G roup 1 required . Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education :

Bachelor's/University degree or equivalent experience

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Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: Anaheim Hills California United