Wealth Relationship Strategist – HNW Planning & Growth

Citi; Newark (CA); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships with affluent and High Net Worth individuals. This role involves understanding complex client needs and providing tailored financial solutions.

The ideal candidate has 5-8 years of relevant experience, strong analytical and communication skills, and is adept at developing client engagement strategies. This position offers a competitive salary range of $88,400 - $132,600 along with a comprehensive benefits package.

Qualifications

• 5-8 years of experience in financial analysis and client relationship management.
• Strong verbal and written communication skills.
• Self-starter and team player, able to work without direction.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate complex financial needs and offer tailored solutions.
• Organize client events to enhance engagement and deepen connections.

Skills

Strong analytical and financial skills

Communication skills

Organization and attention to detail

Knowledge of Microsoft Office

Understanding of financial planning strategies

Education

Bachelor's/University degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships with affluent and High Net Worth individuals. This role involves understanding complex client needs and providing tailored financial solutions.

The ideal candidate has 5-8 years of relevant experience, strong analytical and communication skills, and is adept at developing client engagement strategies. This position offers a competitive salary range of $88,400 - $132,600 along with a comprehensive benefits package.