Wealth Relationship Manager SAFE Act - RANCHO PARK/ LOS ANGELES

Citi • Los Angeles, CA

5d • $83,920 - $125,880

About The Position

The Wealth Relationship Manager (Branch) Senior Analyst is a seasoned professional role that applies in-depth disciplinary knowledge to improve processes and workflows and contribute to the development of new techniques. The role integrates subject matter and industry expertise, evaluates moderately complex and variable issues, and uses analytical judgment to prioritize and validate information from multiple sources. It requires strong communication and diplomacy, and may involve formal or informal team leadership, coaching, and training. The role can significantly affect team performance and business decisions through advice, counsel, and facilitation.

The position builds and deepens relationships with affluent and high-net-worth clients, identifies their financial needs, and offers holistic financial solutions across banking, credit, and investments. It provides ongoing, personalized engagement, develops referrals and new client relationships, and collaborates with branch teams and product specialists. The role also manages client follow-up and is responsible for adhering to regulatory, compliance, KYC, and AML requirements, as well as applicable risk and control policies.

The employee must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtain a unique identifier before referring interested clients for mortgage needs, keep the registration current, and provide the identifier to consumers as required by regulations and Citi policies. The position is full-time and based in Los Angeles, California. The primary location full-time salary range is $83,920 to $125,880. Eligible employees may also receive incentive and retention awards.

Requirements

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized, with strong attention to detail.
• Self-starter, problem solver, and goal-oriented team player able to work without direction.
• Current U.S. FINRA registration: SIE, Series 6, 63, and 65; or Series 7 and 66; or equivalent.
• Meet all U.S. FINRA registration requirements within 150 days of starting in the role.
• Insurance Group 1 required; meet all Insurance Group 1 requirements within 150 days of starting in the role.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and maintain the registration and unique identifier as required.
• Bachelor’s/University degree or equivalent experience.

Nice To Haves

• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• Experience using Money Guide Pro, NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.

Responsibilities

• Identify, build, and deepen relationships to gain incremental wallet share among affluent and high-net-worth clients through financial planning, discovery, and profiling.
• Anticipate clients’ complex financial needs and offer solutions using products, services, and tools based on client profiling.
• Work with product specialists to understand clients’ banking, credit, and investment needs and goals and provide holistic financial solutions.
• Provide regular value-added client engagement, including face-to-face meetings at clients’ preferred locations, consistent communication, and access to seminars.
• Develop referral opportunities to grow the portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer appropriate opportunities to segment partners, including Lending Consultants, Financial Advisors, Small Business Partners, and Relationship Managers.
• Organize client events to enhance client relationships.
• Acquire new clients by converting referral leads.
• Manage client follow-up and comply with regulatory and compliance operating procedures.
• Ensure KYC, AML, and other compliance requirements are strictly followed.
• Partner with branch team members to ensure clients have a positive in-branch experience.
• Assess risks in business decisions, safeguard the firm’s reputation and assets, comply with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtain a unique identifier before referring interested clients for mortgage needs, maintain and renew registration annually, update registration information promptly, and provide the identifier to consumers as required.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and paid holidays.
• Eligible employees may receive discretionary and formulaic incentive and retention awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior