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)

Paid time off packages

Job summary

Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications.

The position offers a competitive salary ranging from $88,400 to $132,600, alongside attractive benefits like medical coverage and retirement plans. The ideal candidate will thrive in a dynamic environment.

Qualifications

• 5-8 years of experience in a financial role.
• Strong verbal and written communication skills.
• Must possess current US FINRA Registration requirements.

Responsibilities

• Identify and build relationships with affluent clients.
• Provide tailored financial solutions to clients.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Communication skills

Financial planning knowledge

Client relationship management

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications.

The position offers a competitive salary ranging from $88,400 to $132,600, alongside attractive benefits like medical coverage and retirement plans. The ideal candidate will thrive in a dynamic environment.