Senior Private Wealth Relationship Advisor

Citigroup Inc.; New York (NY); In loco; USD 88.000 - 133.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off (vacation, sick leave, &

Paid holidays

Descrizione del lavoro

Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst (SAFE Act) based in New York.

The role emphasizes building deep client relationships, identifying complex financial needs, and delivering holistic financial planning solutions with support from product specialists. The position requires 5-8 years of experience, strong analytical and communication skills, and current US FINRA registrations.

Competenze

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.

Mansioni

• Identify, build and deepen relationships to gain incremental wallet share with affluent and High Net Worth clients.
• Anticipate complex financial needs and offer solutions using a wide range of products and tools.
• Provide holistic financial solutions with support from product specialists.
• Engage with clients through high-touch, face-to-face meetings at preferred locations.
• Master referral opportunities to grow portfolio and expand high-value client relationships.
• Refer opportunities to segment partners when appropriate and coordinate with branch team.
• Organize client events to enhance client bonding.
• Adhere to all regulatory and compliance procedures including KYC/AML.

Conoscenze

Analytical skills

Verbal and written communication

Organization and attention to detail

Self-starter/problem solver

Client relationship management

Formazione

Bachelor's / University degree or equivalent experience

Strumenti

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Descrizione del lavoro

Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst (SAFE Act) based in New York.

The role emphasizes building deep client relationships, identifying complex financial needs, and delivering holistic financial planning solutions with support from product specialists. The position requires 5-8 years of experience, strong analytical and communication skills, and current US FINRA registrations.