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Senior Wealth Advisor High Net Worth Clients

Job in Santa Clara, Santa Clara County, California, 95053, USA
Listing for: Citi
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 88000 - 133000 USD Yearly USD 88000.00 133000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor for High Net Worth Clients

Citi is seeking a Sr. Analyst for Wealth Relationship Management in Santa Clara, CA. The role focuses on deepening wallets of affluent clients, assessing complex financial needs, and delivering holistic solutions with a high-touch approach.

The position requires Mandarin proficiency, FINRA registrations, and mortgage origination compliance. Senior collaboration with branch teams and product specialists is essential to drive client success.

Our team is growing, and we are hiring a Senior Wealth Advisor for High Net Worth Clients in Santa Clara, CA, United States.

For the Senior Wealth Advisor for High Net Worth Clients position at Citi, we are reviewing applications now.

Step into the Senior Wealth Advisor for High Net Worth Clients role at Citi in Santa Clara, CA, United States and grow with us.

Please review the full job details above before applying.

Position Requirements
10+ Years work experience
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