Senior Wealth Advisor for HNW Relationships

Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act in Upland, CA.

The role blends relationship growth with financial planning strategies, requiring strong analytics and multi-product knowledge. You will lead client engagements, coordinate with product teams, and drive compliant high-quality service with a focus on risk management. The position emphasizes in-branch client meetings, profiling, and delivering holistic financial solutions while meeting