Senior Wealth Relationship Advisor

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, disability insurance

Job summary

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in New York to cultivate high-net-worth client relationships, assess complex financial needs, and deliver holistic financial planning solutions.

You will work with product specialists to tailor banking, credit and investment strategies, while maintaining strict KYC/AML and regulatory standards and driving client satisfaction through proactive engagement and referrals.

Qualifications

• 5-8 years of experience in wealth management or financial planning
• Strong analytical and financial skills required
• Excellent communication and relationship-building abilities
• Proficient with MS Office (Excel, Outlook, Word) and planning tools preferred

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent/high net worth clients
• Anticipate complex financial needs and offer holistic solutions across products
• Collaborate with product specialists to align banking, credit and investment needs
• Provide high-touch client engagement with regular meetings at client locations
• Master referral opportunities to grow portfolio and refer to segment partners
• Source, acquire and expand high value client relationships
• Coordinate with branch team to ensure positive in-branch experience
• Manage client follow-up, ensuring compliance with all regulatory procedures
• Assess risk and maintain Citi policies, ethics and controls in all decisions

Skills

Analytical skills

Financial skills

Verbal & written communication

Detail oriented

Self-starter & team player

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in New York to cultivate high-net-worth client relationships, assess complex financial needs, and deliver holistic financial planning solutions.

You will work with product specialists to tailor banking, credit and investment strategies, while maintaining strict KYC/AML and regulatory standards and driving client satisfaction through proactive engagement and referrals.