Senior Wealth Advisor for High Net Worth Clients

Citi; New York (NY); Presencial; USD 88.000 - 133.000; Jornada completa

Descripción de la vacante

Citi is seeking a senior analyst for Wealth Relationship Management in New York. You will build and deepen client relationships, identify sophisticated financial needs, and deliver holistic planning using tools like Money Guide Pro and NaviPlan.

You will coordinate with product specialists to optimize wallet share while maintaining strict KYC/AML compliance and regulatory adherence. This role requires 5–8 years of experience, a Bachelor’s degree, and US FINRA registrations.

Formación

• Bachelor's degree or equivalent experience.
• Strong analytical and financial skills.
• Excellent communication skills, both written and verbal.
• Knowledge of financial planning software such as Money Guide Pro or NaviPlan is preferred.

Responsabilidades

• Identify and deepen relationships to gain incremental wallet share of affluent and high net worth clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Provide regular value-added engagement with clients through in-person meetings, ongoing communication, and seminars.
• Collaborate with segment partners to leverage referrals and cross-sell opportunities.
• Ensure KYC/AML compliance and adhere to Citi policies and regulatory guidelines.

Conocimientos

Analytical skills

Financial planning

Communication skills

Attention to detail

Self-starter

Team player

Regulatory knowledge

Educación

Bachelor's degree

Herramientas

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word)

Descripción del empleo

Citi is seeking a senior analyst for Wealth Relationship Management in New York. You will build and deepen client relationships, identify sophisticated financial needs, and deliver holistic planning using tools like Money Guide Pro and NaviPlan.

You will coordinate with product specialists to optimize wallet share while maintaining strict KYC/AML compliance and regulatory adherence. This role requires 5–8 years of experience, a Bachelor’s degree, and US FINRA registrations.