Rotational Wealth Analyst Program

Citigroup Inc.; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Citigroup Inc. invites final-year graduates to join the two-year Wealth Analyst Program in New York, starting July.

You will rotate through Citi Wealth, Private Bank, and related platforms, gaining hands-on experience in banking, investments, and wealth planning. You will collaborate with private bankers and investment professionals to deliver tailored client solutions while leveraging Citi’s asset allocation tools to build compelling portfolios.

Qualifications

• Graduating between December 2026 and June 2027.
• Willing to start a career at a global organization with an innovative business outlook.
• Candidates must pass SIE, Series 7, Series 66.

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams.
• Have a well-rounded experience across Banking, Investments, Lending and Wealth Planning.
• Partner with private bankers, investment professionals and other product specialists to deliver tailored solutions.
• Leverage Citi’s asset allocation model and analytical tools to optimize clients’ portfolios.
• Directly contribute to client analytics and proposals.
• Explore and develop new business opportunities.

Skills

Interpersonal skills

Relationship building

Integrity

Commitment to excellence

Willingness to learn

Resilience

Sense of urgency

Education

SIE

Series 7

Series 66

Job description

Citigroup Inc. invites final-year graduates to join the two-year Wealth Analyst Program in New York, starting July.

You will rotate through Citi Wealth, Private Bank, and related platforms, gaining hands-on experience in banking, investments, and wealth planning. You will collaborate with private bankers and investment professionals to deliver tailored client solutions while leveraging Citi’s asset allocation tools to build compelling portfolios.