Senior Wealth Relationship Advisor

Citi; Washington (District of Columbia); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Wellness programs

Job summary

Citi's Wealth Relationship Management team seeks a Sr. Analyst to deepen client relationships in the Washington DC area. The role requires delivering holistic financial solutions through in-depth profiling and disciplined portfolio thinking.

You will work with product partners to meet complex client needs, conduct high-touch client engagements, and drive compliant growth within a SAFE Act framework. Excellent communication and FINRA credentials are essential.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Detail-oriented with strong organizational skills.
• Experience with Money Guide Pro or NaviPlan preferred.
• FINRA registrations required: SIE, 6/63/65 or 7/66 or equivalent.
• Must register as mortgage loan originator within 150 days and maintain it.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and services.
• With product specialists, assess banking, credit and investment needs to provide holistic financial planning.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Source, acquire and expand high-value client relationships; maximize sales opportunities.
• Refer opportunities to segment partners (lending, advisory, small business, etc.).
• Organize client events to strengthen client bonding and retention.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Relationship management

Analytical skills

Communication skills

Attention to detail

MS Office

Money Guide Pro/NaviPlan

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi's Wealth Relationship Management team seeks a Sr. Analyst to deepen client relationships in the Washington DC area. The role requires delivering holistic financial solutions through in-depth profiling and disciplined portfolio thinking.

You will work with product partners to meet complex client needs, conduct high-touch client engagements, and drive compliant growth within a SAFE Act framework. Excellent communication and FINRA credentials are essential.