Senior Wealth Relationship Advisor

Citi Group; Village of Hastings-on-Hudson (NY); On-site; USD 110,000 - 150,000; Full time

Job summary

Citi Group Hastings-on-Hudson, NY seeks a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act. This seasoned professional role applies in-depth disciplinary knowledge to develop new techniques and improve processes for the area, integrating subject matter and industry expertise within the function.

The incumbent leads teams, coaches new recruits, and coordinates with branch partners to deliver holistic financial solutions while complying with KYC/AML, FINRA rules, and safety standards.

Qualifications

• Bachelor's degree or equivalent; 5-8 years of experience preferred.
• Experience in wealth planning and financial services; FINRA registrations
• Strong analytical, communication, and client-engagement skills.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular high-touch engagement and coordinate with product specialists.

Skills

Analytical skills

Financial analysis

Verbal communication

Written communication

Attention to detail

Self-starter

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi Group Hastings-on-Hudson, NY seeks a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act. This seasoned professional role applies in-depth disciplinary knowledge to develop new techniques and improve processes for the area, integrating subject matter and industry expertise within the function.

The incumbent leads teams, coaches new recruits, and coordinates with branch partners to deliver holistic financial solutions while complying with KYC/AML, FINRA rules, and safety standards.