Elite Wealth Relationship Strategist

Citi; New York (NY); On-site; USD 79,560 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citi seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, to steward affluent client relationships and drive growth through tailored financial planning and advisory services.

You will engage clients with a high-touch approach, coordinate with product specialists, ensure KYC/AML compliance, and leverage referrals to expand wallet share while maintaining strict regulatory standards.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• MS Office proficiency and experience with Money Guide Pro or NaviPlan Select preferred.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Analytical skills

Financial analysis

Verbal & written communication

Detail oriented

Self-starter

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, to steward affluent client relationships and drive growth through tailored financial planning and advisory services.

You will engage clients with a high-touch approach, coordinate with product specialists, ensure KYC/AML compliance, and leverage referrals to expand wallet share while maintaining strict regulatory standards.