Senior Wealth Relationship Advisor

Citigroup Inc.; New York (NY); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management (Branch) to deepen relationships with affluent and high net worth clients, delivering holistic financial planning and proactive advisory services.

The role requires a seasoned professional capable of complex analysis, cross-functional collaboration, and mentoring junior staff. The position emphasizes high-touch client engagement, risk-aware decision making, and adherence to FINRA and regulatory guidelines, with opportunities

Qualifikationen

• 5–8 years of experience in wealth management or related advisory role.
• Strong analytical and financial skills required.
• Excellent oral and written communication skills.
• Highly organized with strong attention to detail.
• Familiarity with financial planning software such as MoneyGuide Pro or NaviPlan.

Aufgaben

• Identify, build and deepen relationships to gain wallet share among affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across banking, credit and investments.
• Collaborate with product specialists to tailor financial plans and recommendations.
• Provide high-touch engagement with clients through regular meetings and seminars.
• Refer opportunities to segment partners and expand the client base.
• Ensure compliance with KYC/AML and other regulatory requirements.
• Maintain rigorous risk management and adherence to Citi policies.

Kenntnisse

Relationship management

Financial analysis

Communication skills

Detail orientation

Microsoft Office

Ausbildung

Bachelor's degree

Tools

MoneyGuide Pro

NaviPlan Select

Jobbeschreibung

Citigroup Inc. seeks a Sr. Analyst for Wealth Relationship Management (Branch) to deepen relationships with affluent and high net worth clients, delivering holistic financial planning and proactive advisory services.

The role requires a seasoned professional capable of complex analysis, cross-functional collaboration, and mentoring junior staff. The position emphasizes high-touch client engagement, risk-aware decision making, and adherence to FINRA and regulatory guidelines, with opportunities