Senior Wealth Relationship Advisor

Citi; Naperville (IL); On-site; USD 78,080 - 117,120; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Wellness programs

Job summary

Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment, providing tailored financial solutions through excellent discovery skills.

Candidates must possess 5-8 years of relevant experience, strong analytical and communication skills, and hold essential FINRA registrations. Competitive benefits and a salary range of $78,080.00 – $117,120.00 are offered.

Qualifications

• 5-8 years of experience in a relevant field.
• Strong analytical and financial skills are required.
• Knowledge of investment and financial planning strategies preferred.
• Current Registration for FINRA Series 6, 63, and 65 required.

Responsibilities

• Build and deepen relationships with affluent clients.
• Offer financial solutions based on complex client needs.
• Manage compliance and regulatory procedures.
• Organize client events and follow-ups.

Skills

Analytical skills

Financial planning

Communication skills

Detail-oriented

Self-starter

Education

Bachelor’s/University degree

Tools

Microsoft Office

NaviPlan Select

Job description

Citi is hiring a Wealth Relationship Manager in Naperville, Illinois. This senior professional role focuses on building and deepening client relationships in the affluent and High Net Worth segment, providing tailored financial solutions through excellent discovery skills.

Candidates must possess 5-8 years of relevant experience, strong analytical and communication skills, and hold essential FINRA registrations. Competitive benefits and a salary range of $78,080.00 – $117,120.00 are offered.