Senior Private Wealth Relationship Advisor

Citigroup Inc.; Yorktown Heights (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Yorktown Heights, New York. In this seasoned professional role, you will apply your extensive experience to develop new techniques and improve processes. Key responsibilities include building relationships with affluent clients and anticipating their complex financial needs.

The ideal candidate possesses strong analytical and financial skills, is organized, and has a Bachelor's degree. The position offers a full-time role with a salary range of $88,400 - $132,600, including benefits.

Qualifications

• 5-8 years of experience required.
• Must meet current US FINRA Registration requirements.
• Insurance Group 1 requirements must be met.

Responsibilities

• Build and deepen relationships to increase wallet share.
• Anticipate clients' financial needs and offer tailored solutions.
• Manage client follow-up while adhering to compliance norms.
• Conduct regular value-added engagements with clients.
• Collaborate with branch team for positive client experiences.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Organizational skills

Microsoft Office (Excel, Outlook, Word)

Self-starter

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Yorktown Heights, New York. In this seasoned professional role, you will apply your extensive experience to develop new techniques and improve processes. Key responsibilities include building relationships with affluent clients and anticipating their complex financial needs.

The ideal candidate possesses strong analytical and financial skills, is organized, and has a Bachelor's degree. The position offers a full-time role with a salary range of $88,400 - $132,600, including benefits.