Senior Wealth Advisor for High-Net-Worth Clients

Citigroup Inc.; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients through comprehensive financial planning and discovery.

You will work with product specialists to tailor banking, credit and investment solutions, provide high-touch engagement via in-branch or client-site meetings, and proactively grow the portfolio while ensuring KYC/AML compliance and regulatory requirements.

Qualifications

• 5–8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Proficiency with MS Office; financial planning software preferred.
• Must be FINRA registered and able to obtain mortgage licensure.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Collaborate with product specialists to address banking, credit and investment needs.
• Provide high-touch engagement with clients via face-to-face meetings at preferred location.
• Master referral opportunities to grow the portfolio.
• Source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners and ensure compliant processes.
• Organize client events to enhance client bonding.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

MS Office / planning software

Self-starter

Regulatory compliance

Education

Bachelor's/University degree or equivalent experience

Tools

MoneyGuidePro

NaviPlan Select

Job description

Citigroup Inc. in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients through comprehensive financial planning and discovery.

You will work with product specialists to tailor banking, credit and investment solutions, provide high-touch engagement via in-branch or client-site meetings, and proactively grow the portfolio while ensuring KYC/AML compliance and regulatory requirements.