Senior Wealth Advisor & Relationship Strategist

Citigroup Inc.; Town of Yorktown (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Job summary

Citigroup Inc. in Yorktown Heights, NY, is seeking a Sr. Analyst in Wealth Relationship Management to deepen affluent client relationships through holistic financial planning and tailored solutions.

The role emphasizes in-depth analysis, collaboration with product specialists, and high-quality client engagement. Responsibilities include discovery, profiling, onboarding, and proactive referral expansion while maintaining strict adherence to KYC/AML and regulatory standards.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication skills are essential.
• Detail oriented with strong organizational skills.
• Must be a self-starter, problem solver and team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients with financial planning and discovery skills.
• Anticipate complex financial needs and offer solutions using a broad range of products and tools based on client profiling.
• With product specialists, understand client banking, credit and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at client locations and ongoing communication.
• Master referral opportunities to grow portfolio and expand high-value client relationships.
• Proactively source and expand relationships by maximizing sale and service opportunities and coordinating with segment partners.
• Organize client events to enhance client bonding.
• Adhere to all regulatory and compliance procedures including KYC/AML.

Skills

5-8 years of experience

Analytical skills

Verbal & written communication

Attention to detail

Self-starter, problem solver

Team player

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word)

Job description

Citigroup Inc. in Yorktown Heights, NY, is seeking a Sr. Analyst in Wealth Relationship Management to deepen affluent client relationships through holistic financial planning and tailored solutions.

The role emphasizes in-depth analysis, collaboration with product specialists, and high-quality client engagement. Responsibilities include discovery, profiling, onboarding, and proactive referral expansion while maintaining strict adherence to KYC/AML and regulatory standards.