Senior Wealth Relationship Advisor

Citigroup Inc.; Laurel (MD); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Laurel, MD, is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships and drive incremental wallet share through financial planning and proactive discovery.

The role requires strong analytical and communication skills, KYC/AML adherence, and collaboration with product specialists to offer comprehensive banking, credit, and investment solutions tailored to affluent clients.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.

Skills

Analytical skills

Financial planning knowledge

Verbal and written communication

Detail oriented

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

MS Office

Job description

Citigroup Inc. in Laurel, MD, is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships and drive incremental wallet share through financial planning and proactive discovery.

The role requires strong analytical and communication skills, KYC/AML adherence, and collaboration with product specialists to offer comprehensive banking, credit, and investment solutions tailored to affluent clients.