Elite Wealth Relationship Manager

Citigroup Inc.; Melaleuca Isles (FL); On-site; USD 73,000 - 109,000; Full time

Job summary

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to develop deep client relationships and deliver holistic financial solutions.

The role entails identifying affluent and high-net-worth clients, understanding their banking, credit, and investment needs, and coordinating with product specialists to tailor advice. Ideal candidates have 5–8 years of experience, strong analytical skills, and proficiency in MS Office and planning software.

Qualifications

• Requires 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Detail-oriented with robust organizational skills.
• Proficient in MS Office; experience with financial planning software preferred.

Responsibilities

• Identify and deepen client relationships to grow wallet share.
• Assess client needs and offer holistic financial solutions across banking, credit, and investments.
• Collaborate with product specialists to tailor financial plans.
• Engage clients through regular meetings and proactive communications.
• Refer opportunities to segment partners when appropriate.
• Organize client events to reinforce relationships.

Skills

Analytical skills

Communication skills

Attention to detail

MS Office/Suite

Financial planning software

Investment knowledge

Self-starter/Problem solver

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to develop deep client relationships and deliver holistic financial solutions.

The role entails identifying affluent and high-net-worth clients, understanding their banking, credit, and investment needs, and coordinating with product specialists to tailor advice. Ideal candidates have 5–8 years of experience, strong analytical skills, and proficiency in MS Office and planning software.