Private Wealth Relationship Advisor

Citigroup Inc.; New York (NY); Presencial; USD 88.000 - 133.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Life, accident, and disability ins.

Wellness programs

Paid time off

Descripción de la vacante

Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the SAFE Act to lead client engagements with affluent and high-net-worth individuals in the Brooklyn/NY area. You will assess complex financial needs, provide holistic financial solutions, and coach junior team members.

The role requires 5-8 years of experience, FINRA registrations, and mortgage origination compliance. Strong communication, rigorous ethics, and cross-functional collaboration are essential for success.

Formación

• 5-8 years of experience in wealth management or financial services.
• Strong analytical and financial skills with ability to evaluate complex client needs.
• Proven ability to communicate effectively, both verbally and in writing.
• Attention to detail and organized approach to client interactions.
• Experience with financial planning software and regulatory considerations.

Responsabilidades

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Collaborate with product specialists to match client goals with banking, credit, and investment options.
• Provide regular value-added engagement with clients through high-touch, in-person meetings and ongoing communication.
• Cultivate referrals and expand high-value client relationships.
• Partner with branch team to ensure compliant, positive in-branch experiences.

Conocimientos

Analytical skills

Financial skills

Verbal communication

Written communication

Organizational skills

Microsoft Office

Money Guide Pro

NaviPlan Select

Self-starter

Team player

Regulatory knowledge

Educación

Bachelor's degree or equivalent experience

Herramientas

Money Guide Pro

NaviPlan Select

Microsoft Office

Descripción del empleo

Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the SAFE Act to lead client engagements with affluent and high-net-worth individuals in the Brooklyn/NY area. You will assess complex financial needs, provide holistic financial solutions, and coach junior team members.

The role requires 5-8 years of experience, FINRA registrations, and mortgage origination compliance. Strong communication, rigorous ethics, and cross-functional collaboration are essential for success.