Senior Wealth Relationship Advisor

Citigroup Inc.; New York (NY); Presencial; USD 88.400 - 132.600; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

401(k)

Life, accident and disability insurance

Wellness programs

Paid time off packages

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

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

Conocimientos

Analytical skills

Financial skills

Strong communication skills

Attention to details

Financial planning software

Educación

Bachelor's/University degree

Herramientas

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Descripción del empleo

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.