Elite Wealth Relationship Manager, NYC

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in New York to manage relationships with affluent clients. The role involves identifying financial needs, offering solutions across products, and enhancing client engagement through regular meetings and events.

Candidates should have 5-8 years of experience, strong analytical skills, and necessary financial regulations certifications. The role offers a full-time position and a competitive salary range between $88,400 and $132,600.

Qualifications

• 5-8 years of experience in financial services or related field.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.
• Knowledge of investment and financial planning strategies.

Responsibilities

• Identify and build relationships with affluent clients.
• Anticipate clients' financial needs and offer solutions.
• Provide regular engagement and communication with clients.
• Manage compliance with KYC/AML regulations.

Skills

Analytical skills

Financial skills

Strong verbal communication

Detail-oriented

Team player

Education

Bachelor's degree or equivalent

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in New York to manage relationships with affluent clients. The role involves identifying financial needs, offering solutions across products, and enhancing client engagement through regular meetings and events.

Candidates should have 5-8 years of experience, strong analytical skills, and necessary financial regulations certifications. The role offers a full-time position and a competitive salary range between $88,400 and $132,600.