Elite Wealth Advisor for High-Net-Worth Clients

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Paid vacation

Sick leave

Paid holidays

Job summary

Citi in the Bronx, NY seeks a Sr. Analyst in Wealth Relationship Management (Branch) focused on SAFE Act compliance and high‑net‑worth client engagement.

The role requires senior‑level financial planning expertise, strong communication, and leadership within teams. You will identify opportunities, tailor holistic financial solutions, and collaborate with product specialists while ensuring regulatory adherence and mortgage licensing requirements.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Excel, Outlook and Word; Money Guide Pro or NaviPlan is preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and team player.
• US FINRA Registration required within 150 days; mortgage licensure per SAFE Act.

Responsibilities

• Identify, build and deepen relationships with affluent and HNW clients.
• Anticipate financial needs and offer holistic solutions.
• Collaborate with product specialists to tailor banking and investment options.
• Provide regular value-added engagement with high-touch, in-person meetings.
• Manage referrals and expand high-value client relationships.
• Ensure compliance with KYC/AML and regulatory requirements.
• Partner with branch team to deliver positive in-branch experience.

Skills

Analytical skills

Financial planning

Communication

Detail oriented

Microsoft Office

FINRA registration

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in the Bronx, NY seeks a Sr. Analyst in Wealth Relationship Management (Branch) focused on SAFE Act compliance and high‑net‑worth client engagement.

The role requires senior‑level financial planning expertise, strong communication, and leadership within teams. You will identify opportunities, tailor holistic financial solutions, and collaborate with product specialists while ensuring regulatory adherence and mortgage licensing requirements.