Senior Wealth Advisor, Private Banking & Planning

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

Job summary

Citi is hiring a Sr. Analyst for Wealth Relationship Management in Elmhurst, NY. The role focuses on deepening relationships with affluent and High Net Worth clients through financial planning, discovery, and profiling to tailor holistic solutions.

The position requires extensive regulatory knowledge, FINRA registration, mortgage origination awareness, and strong communication skills. This on-site role offers growth within Private Client Coverage and Financial Planning Services.

Qualifications

• 5-8 years of experience in wealth management or a related field.
• Strong analytical and financial skills is required.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling skills.
• Anticipate complex financial needs and offer solutions across products and services based on client profiling.
• With product specialists, recognize banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, in-person meetings at client locations and continuous communication.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners as appropriate (Lending, Financial Advisor, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory and compliance procedures.
• Ensure KYC/AML and other compliance norms are adhered.

Skills

Experience 5-8 years

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi is hiring a Sr. Analyst for Wealth Relationship Management in Elmhurst, NY. The role focuses on deepening relationships with affluent and High Net Worth clients through financial planning, discovery, and profiling to tailor holistic solutions.

The position requires extensive regulatory knowledge, FINRA registration, mortgage origination awareness, and strong communication skills. This on-site role offers growth within Private Client Coverage and Financial Planning Services.