Senior Wealth Advisor & Client Strategist

Citi; New York (NY); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance.

The role requires multi-product knowledge, high-touch client engagement, and collaboration with branch partners to ensure compliant, client-centric service. Ideal candidates have 5–8 years of experience, strong analytical and communication skills, and FINRA registration readiness.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must be a self-starter, problem solver and team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular value-added engagement with clients through meetings and seminars.
• Master referral opportunities and expand high-value customer relationships.
• Refer opportunities to segment partners as appropriate.
• Organize client events and acquire new clients through referrals.

Skills

Relationship management

Financial planning

Analytical skills

Verbal and written communication

Regulatory compliance awareness

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance.

The role requires multi-product knowledge, high-touch client engagement, and collaboration with branch partners to ensure compliant, client-centric service. Ideal candidates have 5–8 years of experience, strong analytical and communication skills, and FINRA registration readiness.