Elite Wealth Relationship Strategist

Citigroup Inc.; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading global financial services company is seeking a Sr. Analyst for Wealth Relationship Management. This role involves building relationships with affluent clients, providing tailored financial solutions, and ensuring adherence to regulatory requirements. Candidates should have 5-8 years of experience, strong analytical and communication skills, and must possess relevant FINRA registrations. Competitive salary and growth opportunities are offered.

Qualifications

• 5-8 years of experience in financial services.
• Must possess US FINRA Registration.
• Ability to work independently as a self-starter.

Responsibilities

• Build and deepen client relationships in the affluent segment.
• Offer financial solutions tailored to client needs.
• Ensure compliance with regulatory procedures.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Proactive problem-solving

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A leading global financial services company is seeking a Sr. Analyst for Wealth Relationship Management. This role involves building relationships with affluent clients, providing tailored financial solutions, and ensuring adherence to regulatory requirements. Candidates should have 5-8 years of experience, strong analytical and communication skills, and must possess relevant FINRA registrations. Competitive salary and growth opportunities are offered.