Wealth Relationship Manager SAFE Act

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The Wealth Relationship Management Senior Analyst is a seasoned professional role that applies in-depth disciplinaryույս knowledge, contributes to process improvement, and leads teams in complex areas. The position requires strong analytical, financial, and communication skills, and the ability to provide holistic solutions to affluent and high net‑worth clients.

• 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 andấu 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 the client's preferred location, mer communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high‑value customer relationships 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 to.
• 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 vintage 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.

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail. কিছু
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Navi Plan 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/
    ** FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.

• Bachelor's/University degree or equivalent experience.

• Job Family Group:
  Private Client Coverage
• Job Family:
  Financial Planning Services
• Time Type:
  Full time
• Primary
  
  Location:
  
  2450 GLENDALE BOULEVARD LOS ANGELES
• Salary Range: $83,920.00 – $
• Benefits:
  Medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off, vacation, sick leave, and paid holidays.
• Anticipated Posting Close Date: ene 19, 2026

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