Senior Wealth Relationship Advisor

Citi Group; River Forest (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Citi Group in River Forest is seeking a Sr. Analyst in Wealth Relationship Management (Branch) under SAFE Act. The role focuses on deepening relationships with affluent clients and delivering holistic financial solutions while maintaining regulatory compliance.

Responsibilities include high-touch engagement, collaboration with product specialists, and coaching junior staff to expand wallet share and ensure a compliant, client-centric service experience.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5-8 years of experience in wealth management or financial services.
• Strong analytical and financial skills with proficiency in MS Office.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions using available products and tools.
• Collaborate with product specialists to tailor banking, credit and investment plans.

Skills

Analytical skills

Verbal & written communication

Detail oriented

MS Office

Money Guide Pro

NaviPlan Select

Investments knowledge

Self-starter/Team player

FINRA registration knowledge

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi Group in River Forest is seeking a Sr. Analyst in Wealth Relationship Management (Branch) under SAFE Act. The role focuses on deepening relationships with affluent clients and delivering holistic financial solutions while maintaining regulatory compliance.

Responsibilities include high-touch engagement, collaboration with product specialists, and coaching junior staff to expand wallet share and ensure a compliant, client-centric service experience.