Senior Private Wealth Relationship Advisor

Citi; Miami (FL); On-site; USD 73,000 - 109,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision coverage

401(k)

Life insurance

Wellness programs

Paid time off

Paid holidays

Job summary

Citi in Miami seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen relationships with affluent and High Net Worth clients, delivering holistic financial planning and advisory services under SAFE Act requirements.

Ideal candidates bring strong analytical and communication skills, FINRA registrations, and the ability to collaborate with product specialists to address banking, credit and investment needs. High-touch client engagements are expected.

Qualifications

• 5-8 years of experience in wealth management or financial advisory.
• Strong analytical and financial skills; excellent communication.
• Experience with financial planning software is preferred.
• FINRA registration required within stated timeframes.
• Mortgage licensing and SAFE Act familiarity a plus.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent clients via financial planning.
• Anticipate complex financial needs and offer holistic solutions based on profiling.
• Collaborate with product specialists to advise on banking, credit and investments.
• Provide high-touch engagement with clients including meetings at preferred locations.
• Grow portfolio through referrals and proactive relationship management.
• Refer opportunities to segment partners when appropriate.
• Organize client events to strengthen relationships.
• Acquire new clients through referrals and proactive outreach.
• Manage follow-up and ensure compliance with regulatory procedures.
• Ensure KYC/AML compliance and firm policy adherence.
• Partner with branch team to ensure positive in-branch experience.
• Assess and escalate risk, maintaining Citi's reputation and controls.

Skills

Strong analytical skills

Strong verbal and written

Organizational skills

Self-starter / problem solver

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi in Miami seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen relationships with affluent and High Net Worth clients, delivering holistic financial planning and advisory services under SAFE Act requirements.

Ideal candidates bring strong analytical and communication skills, FINRA registrations, and the ability to collaborate with product specialists to address banking, credit and investment needs. High-touch client engagements are expected.