Elite Wealth Relationship Strategist

Citigroup Inc.; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Brooklyn, NY is hiring a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening affluent client relationships and delivering holistic financial planning across banking, credit and investment needs.

You will lead high-touch engagements, coordinate with product specialists, and drive compliant, value-added client experiences while expanding wallet share.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• MS Office (Excel, Outlook, and Word) and Money Guide Pro / NaviPlan Select experience preferred.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• US FINRA Registration: SIE, Series 6/63/65 OR 7/66; must meet within 150 days.
• Insurance Group 1 required within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and services.
• With product specialists, recognize banking, credit and investment needs to provide holistic solutions.
• Provide regular value-added engagement with clients through high-touch meetings and seminars.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners (Lending, Financial Advisory, SB Partners, RM, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients via referrals, manage follow-ups, and ensure regulatory compliance.

Skills

Analytical skills

Financial analysis

Communication skills

Detail oriented

MS Office

Money Guide Pro

NaviPlan Select

Self-starter

Regulatory compliance

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Brooklyn, NY is hiring a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening affluent client relationships and delivering holistic financial planning across banking, credit and investment needs.

You will lead high-touch engagements, coordinate with product specialists, and drive compliant, value-added client experiences while expanding wallet share.