Wealth Relationship Manager - Mountain View​/San Carlos

Job Title

Wealth Relationship Management (Branch) Sr. Analyst SAFE Act

The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, contributes to the development of new techniques, and improves processes and workflow for the area or function. It integrates subject‑matter and industry expertise within a defined area, requires a deep understanding of how areas collectively integrate within the sub‑function, and coordinates and contributes to the objectives of the function and overall business.

The role evaluates moderately complex and variable issues with substantial potential impact, requiring analytical skills to filter, prioritize and validate dynamic material from multiple sources. Strong communication, diplomacy, and informal/formal leadership skills are essential, as is coaching and training of new recruits.

• 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 the client’s preferred location, consistent communication, and access to seminars.
• Master referral opportunities to grow the 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 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 Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, and by applying sound ethical judgment regarding personal behavior, conduct and business practices.

• 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, and Word) and experience using Money Guide Pro, or Navi Plan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.
• Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series6, 63, and 65 OR Series7 and 66 or equivalent. Must meet all US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group1 required. Must meet all Insurance Group1 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.

• Bachelor’s/University degree or equivalent experience.

Mountain View, California, United States

$88,400.00 – $

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Citi is an equal opportunity employer and will consider qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.