HNW Wealth Relationship Advisor

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life insurance

Wellness programs

Paid time off

Job summary

Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise.

You will collaborate with product specialists to deliver holistic financial solutions and drive wallet share growth. Responsibilities include high-touch client engagement, referrals, event organization, and strict adherence to KYC/AML and regulatory standards to protect Citi

Qualifications

• 5-8 years of experience in wealth planning or related field.
• Strong analytical and financial skills are required.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Must have current US FINRA registrations (SIE, 6, 63, 65 or 7 and 66) or equivalent; complete within 150 days.
• Mortgage loan originator registration with NMLS/Registry and obtain unique identifier.
• Bachelor's degree or equivalent experience.
• Proficiency with Microsoft Office and financial planning software.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions via a wide range of products.
• With product specialists, provide holistic banking, credit and investment solutions.
• Engage clients with high-touch, face-to-face meetings at preferred locations.
• Grow portfolio through referrals and high-value opportunities.
• Refer opportunities to segment partners (Lending, Financial Advisors, etc.).
• Organize client events to strengthen client relationships.
• Source new clients through referrals and networking.
• Manage follow-up and adhere to regulatory/compliance procedures.
• Ensure KYC/AML compliance and proper risk assessment in decisions.
• Collaborate with branch team for positive in-branch experiences.
• Escalate, manage and report control issues with transparency per Citi policies.

Skills

Strong analytical skills

Strong verbal and written skills

Organized with attention to detail

Self-starter / problem solver / team

Financial planning basics

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise.

You will collaborate with product specialists to deliver holistic financial solutions and drive wallet share growth. Responsibilities include high-touch client engagement, referrals, event organization, and strict adherence to KYC/AML and regulatory standards to protect Citi