Senior Wealth Relationship Advisor

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

Job summary

Citigroup Inc. is seeking a seasoned Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent clients using sophisticated profiling and discovery techniques.

You will work closely with product specialists to tailor holistic financial solutions while maintaining strict regulatory compliance. The role emphasizes high-touch, in-branch client engagement, proactive networking, and ongoing coaching of junior staff.

Qualifications

• 5-8 years of experience in wealth management or financial advisory.
• Strong analytical and financial skills for client solutions.
• Excellent verbal and written communication; organized with attention to detail.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share with affluent and high-net-worth clients.
• Anticipate complex financial needs and offer holistic solutions across banking, credit, and investments.
• Provide regular value-added engagement through client meetings, seminars, and proactive outreach.
• Coordinate with product specialists and segment partners to meet client goals.
• Ensure compliance with KYC/AML and regulatory requirements.

Skills

Analytical skills

Strong communication

Detail oriented

MS Office

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a seasoned Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent clients using sophisticated profiling and discovery techniques.

You will work closely with product specialists to tailor holistic financial solutions while maintaining strict regulatory compliance. The role emphasizes high-touch, in-branch client engagement, proactive networking, and ongoing coaching of junior staff.