Wealth Relationship Manager - Private Client Growth Lead

Sacbar; Mountain View, Northern (CA, KY); Hybrid; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi in Mountain View, CA is seeking a Wealth Relationship Management Sr. Analyst to serve affluent and high-net-worth clients, guiding financial planning and investment solutions.

The role requires FINRA registrations (SIE, Series 6/63/65 or 7/66) and mortgage loan originator licensing, with a focus on compliance and holistic client service through branch partners. Strong analytical, communication and relationship skills are essential to identify needs, present options, and deepen wallet share

Qualifications

• 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.

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.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

MS Office

FINRA / regulatory awareness

Self-starter / problem-solver

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Mountain View, CA is seeking a Wealth Relationship Management Sr. Analyst to serve affluent and high-net-worth clients, guiding financial planning and investment solutions.

The role requires FINRA registrations (SIE, Series 6/63/65 or 7/66) and mortgage loan originator licensing, with a focus on compliance and holistic client service through branch partners. Strong analytical, communication and relationship skills are essential to identify needs, present options, and deepen wallet share