Senior Private Wealth Relationship Advisor

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi in Brooklyn, NY seeks a Sr. Analyst in Wealth Relationship Management under the SAFE Act. This role focuses on deepening affluent client relationships, profiling needs, and offering holistic solutions across banking, investment and lending products.

The candidate will maintain strict KYC/AML compliance, coordinate with product specialists, and foster a positive in-branch experience through proactive engagement and referrals. Strong communication and FINRA readiness are essential.

Qualifications

• 5-8 years of experience in financial services or wealth management.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills.
• Detail-oriented with strong organizational abilities.
• Must be a self-starter, problem solver and team player.
• Required US FINRA registrations (SIE, Series 6/63/65 or 7/66).
• Mortgage loan originator registration may be required under SAFE Act regulations.

Responsibilities

• Identify, build and deepen relationships to grow wallet share with affluent and HNW clients.
• Anticipate client needs and offer holistic financial solutions across banking, credit and investments.
• Collaborate with product specialists to tailor financial plans.
• Engage clients with regular value-added meetings and events.
• Refer opportunities to segment partners and expand high-value relationships.
• Ensure KYC/AML compliance and adherence to regulatory requirements.
• Coordinate with branch team to ensure positive in-branch experience.

Skills

Analytical skills

Verbal & written communication

Detail oriented

Self-starter

Team player

FINRA registrations

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi in Brooklyn, NY seeks a Sr. Analyst in Wealth Relationship Management under the SAFE Act. This role focuses on deepening affluent client relationships, profiling needs, and offering holistic solutions across banking, investment and lending products.

The candidate will maintain strict KYC/AML compliance, coordinate with product specialists, and foster a positive in-branch experience through proactive engagement and referrals. Strong communication and FINRA readiness are essential.