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Wealth Relationship Manager - Westchester CA at Citi - ApplyBlast

Wealth Relationship Manager - Westchester CA

Citi

4 months ago

3.6 on Glassdoor

Los Angeles, California

Onsite

Full Time

Senior

0 applicants

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About this role

As a Senior Analyst in Wealth Relationship Management, this role involves developing new techniques and improving workflows for the Private Client Coverage sector within Citigroup. The professional coordinates with branch teams to manage high-net worth clients, offering holistic financial solutions through complex product integrations and regulatory compliance. Key duties include deepening client relationships, anticipating financial needs, and adhering to strict KYC/AML standards while mentoring new recruits.

Responsibilities

Develop new techniques and improve service workflows for wealth management.
Coordinate branch team objectives with overall business function strategies.
Integrate subject matter expertise to solve complex variable business issues.
Provide holistic financial solutions based on comprehensive client profiling.
Ensure strict adherence to regulatory compliance and anti-money laundering norms.

Skills

Qualifications

Bachelor's DegreeFINRA Series 6 RegistrationFINRA Series 63 RegistrationFINRA Series 65 RegistrationSIE Certification

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

View Profile

Citibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.