Senior Wealth Advisor & Relationship Manager

Citigroup Inc.; Elmhurst (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management.

The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and investment solutions and ensure strict KYC/AML compliance. Expect to lead teams, coach juniors, and expand the client base while navigating SAFE Act requirements and mortgage licensing responsibilities.

Qualifications

• 5-8 years of experience in wealth management or related role.
• Strong analytical and financial skills with client focus.
• Excellent verbal and written communication abilities.
• Attention to detail and organized work style.
• Proactive self-starter and team player with goal orientation.
• Proficiency in Microsoft Office; familiarity with financial planning software.

Responsibilities

• Identify and deepen relationships to gain wallet share among affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit and investments.
• Maintain high-touch client engagement with regular meetings and seminars.
• Develop referrals and grow the client portfolio.
• Refer opportunities to segment partners like lending and advisory teams.
• Organize client events and manage follow-ups with regulatory compliance.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Self-starter

Team player

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management.

The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and investment solutions and ensure strict KYC/AML compliance. Expect to lead teams, coach juniors, and expand the client base while navigating SAFE Act requirements and mortgage licensing responsibilities.