Senior Wealth Relationship Advisor

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

Benefits offered by this job

Medical, dental and vision coverage

401(k)

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to enhance client relationships and provide holistic financial solutions. The position requires a seasoned professional with strong analytical and financial skills, able to engage high-net-worth clients effectively.

The ideal candidate will possess 5-8 years of relevant experience, knowledge of financial planning software, and necessary regulatory registrations. This role focuses on building and deepening client relationships while adhering to compliance regulations.

Qualifications

• 5-8 years of experience required.
• Must have US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.
• Self-starter, problem solver, goal-oriented.

Responsibilities

• Build and deepen relationships to gain wallet share of affluent clients.
• Anticipate clients' complex financial needs.
• Provide regular engagement with clients.

Skills

Analytical skills

Financial skills

Strong communication skills

Attention to details

Financial planning software

Education

Bachelor's/University degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to enhance client relationships and provide holistic financial solutions. The position requires a seasoned professional with strong analytical and financial skills, able to engage high-net-worth clients effectively.

The ideal candidate will possess 5-8 years of relevant experience, knowledge of financial planning software, and necessary regulatory registrations. This role focuses on building and deepening client relationships while adhering to compliance regulations.