Elite Wealth Relationship Manager

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in New York. This crucial role focuses on building strong client relationships with affluent and high-net-worth clients, ensuring compliance with regulatory standards, and providing tailored financial solutions. Candidates should possess strong analytical and financial skills, along with effective communication abilities.

The position requires a Bachelor's degree and 5-8 years of experience in relevant fields. Citi offers competitive compensation and employee benefits, including health coverage and retirement plans.

Qualifications

• 5-8 years of experience required.
• Must have US FINRA Registration.
• Self-starter and problem solver needed.
• Knowledge of investment strategies preferred.
• Insurance Group 1 required within specified timeframe.

Responsibilities

• Build and deepen relationships with high-net-worth clients.
• Anticipate client financial needs and offer solutions.
• Provide high-touch, personalized client service.
• Organize client events to enhance relationships.
• Manage compliance with regulatory requirements.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in New York. This crucial role focuses on building strong client relationships with affluent and high-net-worth clients, ensuring compliance with regulatory standards, and providing tailored financial solutions. Candidates should possess strong analytical and financial skills, along with effective communication abilities.

The position requires a Bachelor's degree and 5-8 years of experience in relevant fields. Citi offers competitive compensation and employee benefits, including health coverage and retirement plans.