Senior Wealth Relationship Advisor

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive engagement within a private client framework.

You will collaborate with product specialists, leverage planning tools like NaviPlan, and uphold KYC/AML standards while advancing growth in a regulated environment.

Qualifications

• 5-8 years of experience in wealth management or private client advisory.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Organized with strong attention to detail.
• Proficiency with Microsoft Office; NaviPlan Select experience preferred.
• Basic investment/financial planning knowledge.
• Self-starter, problem solver and team-oriented.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and high-net-worth clients.
• Anticipate complex financial needs and offer holistic solutions with products and tools.
• Coordinate with product specialists and ensure compliant client engagement.
• Provide high-touch engagement with clients through regular meetings and seminars.
• Source referrals, expand high-value relationships, and mentor new recruits.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Problem solving

Team player

FINRA registrations

Education

Bachelor's degree

Tools

Microsoft Office

NaviPlan Select

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive engagement within a private client framework.

You will collaborate with product specialists, leverage planning tools like NaviPlan, and uphold KYC/AML standards while advancing growth in a regulated environment.