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Senior Wealth Relationship Strategist

Job in Simi Valley, Ventura County, California, 93097, USA
Listing for: Citi
Full Time position
Listed on 2026-07-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 83920 - 125880 USD Yearly USD 83920.00 125880.00 YEAR
Job Description & How to Apply Below

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning.

You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5–8 years of experience, FINRA registrations, and the ability to lead teams and coach new recruits while

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Position Requirements
10+ Years work experience
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