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 & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate strong analytical skills and have a proven track record in financial services.

With responsibilities that include proactive client engagement, compliance adherence, and collaboration with product specialists, this position offers a dynamic environment aimed at enhancing client satisfaction and portfolio growth. Candidates must have a relevant degree and significant industry experience.

Qualifications

• 5-8 years of experience in a relevant field.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting.
• Insurance Group 1 required.

Responsibilities

• Identify and build deep client relationships.
• Anticipate complex financial needs and offer solutions.
• Source, acquire, and expand high-value customer relationships.
• Manage client follow-up and compliance procedures.

Skills

Strong analytical skills

Verbal and written communication skills

Attention to detail

Financial planning knowledge

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro or NaviPlan Select

Job description

Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate strong analytical skills and have a proven track record in financial services.

With responsibilities that include proactive client engagement, compliance adherence, and collaboration with product specialists, this position offers a dynamic environment aimed at enhancing client satisfaction and portfolio growth. Candidates must have a relevant degree and significant industry experience.