Citigroup Inc.
Wealth Relationship Manager - Sunnyvale, CA
Citigroup Inc., Sunnyvale, California, United States, 94087
Overview
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. The role requires in-depth understanding of how areas integrate within the sub-function and coordination to support the function and overall business. It involves evaluating moderately complex issues, weighing alternatives, and balancing potentially conflicting situations using multiple sources of information. Strong analytical, communication, and diplomacy skills are essential. Regular informal/formal leadership within teams and coaching/training of new recruits are involved. The position has significant impact on projects and geography by influencing decisions through advice, counsel, and facilitating services within the area of specialization. Work and performance of teams in the area are directly affected by the individual's performance.
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, 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 through high-touch, face-to-face meetings at the client’s preferred location and consistent communication.
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 Lending Consultants, Financial Advisors, 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 the 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 the firm, its clients and assets by driving compliance with applicable laws, rules and regulations, 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 detail.
Knowledge of Microsoft Office (Excel, Outlook, 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 Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
The position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier before referring clients to Citibank for mortgage needs; maintain and renew registration annually and provide the identifier to consumers as required by SAFE Act regulations and Citi policies.
Education
Bachelor’s/University degree or equivalent experience
Details Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Time Type
Primary Location: Sunnyvale, California, United States
Primary Location Full Time Salary Range: $88,400.00 - $132,600.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages. Availability of offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date Sep 02, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
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, 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 through high-touch, face-to-face meetings at the client’s preferred location and consistent communication.
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 Lending Consultants, Financial Advisors, 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 the 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 the firm, its clients and assets by driving compliance with applicable laws, rules and regulations, 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 detail.
Knowledge of Microsoft Office (Excel, Outlook, 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 Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
The position requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtaining a unique identifier before referring clients to Citibank for mortgage needs; maintain and renew registration annually and provide the identifier to consumers as required by SAFE Act regulations and Citi policies.
Education
Bachelor’s/University degree or equivalent experience
Details Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Time Type
Primary Location: Sunnyvale, California, United States
Primary Location Full Time Salary Range: $88,400.00 - $132,600.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages. Availability of offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date Sep 02, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr