Senior Wealth Relationship Advisor

Citigroup Inc.; Washington (District of Columbia); On-site; USD 90,000 - 150,000; Full time

Job summary

Citigroup Inc. Wealth Relationship Management (Branch) is seeking a Sr. Analyst to develop and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and banking solutions.

You will work with product specialists to tailor strategies, conduct in-depth profiling, and drive value-added engagements through regular, high-touch interactions at client locations. The role emphasizes strong analytical skills, FINRA registrations, and adherence to KYC/AML and

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• MS Office (Excel, Outlook, and Word) experience; Money Guide Pro or NaviPlan Select preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver and goal-oriented team player.
• Must be a US FINRA registered: SIE, Series 6, 63, 65 or Series 7/66; meet within 150 days.
• Insurance Group 1 required; meet within 150 days.
• Register as mortgage loan originator with NMLS and obtain ID before referrals.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and services.
• With product specialists, recognize clients' banking, credit and investment needs for holistic solutions.
• Provide high-touch engagement with clients via meetings at their preferred location.
• Develop referrals to grow portfolio and expand high-value relationships.
• Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
• Organize client events to strengthen relationships.
• Acquire new clients through referrals and follow-up.
• Ensure compliance (KYC/AML) and regulatory procedures across activities.
• Collaborate with branch team to provide positive in-branch experience.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

MS Office

Money Guide Pro

NaviPlan Select

Self-motivation

Problem solving

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. Wealth Relationship Management (Branch) is seeking a Sr. Analyst to develop and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and banking solutions.

You will work with product specialists to tailor strategies, conduct in-depth profiling, and drive value-added engagements through regular, high-touch interactions at client locations. The role emphasizes strong analytical skills, FINRA registrations, and adherence to KYC/AML and