Senior HNW Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life insurance

Disability insurance

Wellness programs

Job summary

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst in New York to deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and investment solutions.

The role emphasizes in-depth analysis, client discovery, and proactive portfolio growth within a regulated, branch-based environment. Expect a high-touch client experience, collaboration with product specialists, and ongoing adherence to SAFE Act requirements.

Qualifications

• Requires 5–8 years of experience.
• Strong analytical and financial skills required.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Experience with MS Office (Excel, Outlook, Word) and financial planning software like Money Guide Pro or NaviPlan Select preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver and goal-oriented team player; able to work without direction.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent; must meet all requirements within 150 days.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and HNW clients using financial planning and discovery skills.
• Anticipate clients' complex financial needs and offer holistic solutions across products and services.
• Collaborate with product specialists to tailor banking, credit, and investment solutions.
• Engage clients through high-touch, in-person meetings and regular communication.
• Grow the portfolio through referrals and proactive opportunities.
• Refer opportunities to segment partners as appropriate (Lending, Financial Advisory, etc.).
• Organize client events to strengthen relationships and retention.
• Acquire new clients via referrals and proactive outreach.
• Manage client follow-up and ensure compliance with regulatory standards (KYC/AML).
• Assess risk in decisions, maintain Citi’s reputation, and escalate/control issues as needed.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

MS Office

Money Guide Pro / NaviPlan

Investment knowledge

Self-starter / problem solver

Team player

FINRA registration knowledge

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst in New York to deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and investment solutions.

The role emphasizes in-depth analysis, client discovery, and proactive portfolio growth within a regulated, branch-based environment. Expect a high-touch client experience, collaboration with product specialists, and ongoing adherence to SAFE Act requirements.