Elite Wealth Relationship Manager

Miami Neuroscience Institute Baptist Health South Florida; Boca Raton (FL); On-site; USD 73,000 - 109,000; Full time

Job summary

Citi in Boca Raton, FL is seeking a Sr Analyst in Wealth Relationship Management. You will deepen client relationships, identify needs, and provide holistic financial planning solutions with a focus on high-net-worth clients.

Role requires 5–8 years in financial planning, FINRA registration eligibility, mortgage originator requirements, and strong analytical and communication skills. Expect a client-facing, high-responsibility position with regulatory compliance at its core.

Qualifications

• 5–8 years of relevant experience in financial planning or wealth management.
• Strong analytical and financial skills.
• Excellent verbal and written communication; client-facing experience.
• Organized with strong attention to details.
• Proficient with Microsoft Office (Excel, Outlook, Word) and financial planning tools.
• Must be self-starter, problem solver and a goal-oriented team player.
• Current US FINRA Registration or eligibility; mortgage originator registration required.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions via a broad product suite.
• Collaborate with product specialists to address banking, credit, and investment goals.
• Engage with clients face-to-face at preferred locations with high touch service.
• Master referral opportunities to grow the portfolio.
• Refer opportunities to segment partners as appropriate and support risk/compliance.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter / team player

Education

Bachelor's degree or higher

Tools

Microsoft Office

MoneyGuide Pro

NaviPlan

Job description

Citi in Boca Raton, FL is seeking a Sr Analyst in Wealth Relationship Management. You will deepen client relationships, identify needs, and provide holistic financial planning solutions with a focus on high-net-worth clients.

Role requires 5–8 years in financial planning, FINRA registration eligibility, mortgage originator requirements, and strong analytical and communication skills. Expect a client-facing, high-responsibility position with regulatory compliance at its core.