Senior Wealth Advisor – High Net Worth Relationships

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

Job summary

Citi in Laurel, MD is seeking a Wealth Relationship Manager to manage affluent and HNW client relationships, uncover wallet share, and deliver holistic financial planning and investment guidance.

The role emphasizes in-branch, face-to-face client engagement, strong compliance with FINRA and mortgage origination requirements, and collaboration with product specialists to meet client goals.

Qualifications

• 5-8 years of experience in financial services.
• Strong analytical and financial skills.
• Excellent communication skills in English.
• Detail-oriented with strong organization.
• Proficient in Microsoft Office and planning tools.

Responsibilities

• Identify and deepen client relationships to grow wallet share.
• Assess complex financial needs and tailor holistic solutions.
• Coordinate with product specialists to deliver banking and investment solutions.
• Provide regular client engagement through in-branch meetings.
• Ensure regulatory compliance and proper risk management.

Skills

Financial analysis

Relationship management

Verbal and written communication

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Laurel, MD is seeking a Wealth Relationship Manager to manage affluent and HNW client relationships, uncover wallet share, and deliver holistic financial planning and investment guidance.

The role emphasizes in-branch, face-to-face client engagement, strong compliance with FINRA and mortgage origination requirements, and collaboration with product specialists to meet client goals.