Senior Wealth Relationship Advisor

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations.

The ideal candidate has 5-8 years of experience, strong analytical and communication skills, and must hold US FINRA registrations. In addition to competitive medical and wellness benefits, Citi provides a comprehensive salary range of $88,400 to $132,600.

Qualifications

• 5–8 years of experience in a financial role.
• Strong organizational skills needed.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 or Series 7 and 66.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Offer holistic financial solutions to clients.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Problem-solving

Team player

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations.

The ideal candidate has 5-8 years of experience, strong analytical and communication skills, and must hold US FINRA registrations. In addition to competitive medical and wellness benefits, Citi provides a comprehensive salary range of $88,400 to $132,600.