Senior Wealth Relationship Advisor

Citigroup Inc.; New York (NY); Sur place; USD 88 000 - 133 000; Plein temps

Résumé du poste

Citigroup Inc. in Brooklyn, New York is seeking a Wealth Relationship Mgmt. (Branch) Sr.

Analyst to help affluent and high-net-worth clients meet their financial goals. The role emphasizes in-depth relationship-building, advisory solutions, and close collaboration with product specialists to tailor banking, credit and investment strategies. Candidates should demonstrate strong analytical and communication skills, FINRA registrations, and the ability to manage complex client needs while

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office and planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and team player.
• US FINRA Registration: SIE, Series 6, 63, 65 OR 7 and 66; meet requirements within 150 days.
• Insurance Group 1 requirements within 150 days.
• Register as a mortgage loan originator with NMLS and obtain identifier.

Responsabilités

• Identify and deepen relationships to gain incremental wallet share of the affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Work with product specialists to address banking, credit and investment needs.
• Provide regular value-added engagement with high-touch meetings and seminars.
• Master referral opportunities to grow the portfolio.
• Proactively source, acquire and expand high-value client relationships.
• Refer opportunities to segment partners when appropriate.
• Organize client events to enhance bonding.
• Coordinate with branch team to ensure positive in-branch experience.
• Adhere to KYC/AML and regulatory procedures; manage risk and compliance.

Connaissances

Analytical skills

Financial planning

Verbal & written comms

Self-starter

Team player

Formation

Bachelor's degree

Outils

Microsoft Office

Money Guide Pro

NaviPlan Select

Description du poste

Citigroup Inc. in Brooklyn, New York is seeking a Wealth Relationship Mgmt. (Branch) Sr.

Analyst to help affluent and high-net-worth clients meet their financial goals. The role emphasizes in-depth relationship-building, advisory solutions, and close collaboration with product specialists to tailor banking, credit and investment strategies. Candidates should demonstrate strong analytical and communication skills, FINRA registrations, and the ability to manage complex client needs while