Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act

About the Role

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role responsible for identifying, building, and deepening relationships with affluent and High Net Worth clients.

Primary Location: Sherman Oaks, California

Responsibilities

• Identify, build and deepen relationships with the affluent and High Net Worth segment using financial planning and discovery skills
• Anticipate the complex financial needs of clients and offer solutions through a wide range of products and services
• With the support of product specialists, recognize client banking, credit and investment needs to provide holistic financial solutions
• Provide regular value-added engagement with clients including high touch, face-to-face meetings
• Master referral opportunities to grow portfolio
• Proactively source, acquire and expand high value customer relationships
• Refer opportunities to segment partners where appropriate
• Acquire new clients through converting referral leads
• Ensure KYC/AML and other compliance norms are strictly adhered to

Qualifications

• 5–8 years of experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Knowledge of Microsoft Office; experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred
• 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 within 150 days of starting in the role
• Must register as a mortgage loan originator with NMLS (SAFE Act)
• Bachelor's/University degree or equivalent experience

Pay & Benefits

Salary Range: $83,920–$125,880/year. Citi offers comprehensive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off.