Senior Wealth Relationship Advisor

Citi; Yorktown Heights (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

Generous paid time off

Wellness programs

Job summary

Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients.

The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory requirements. Candidates should have 5-8 years of experience and relevant FINRA registrations.

Qualifications

• 5-8 years of experience in a relevant field.
• Strong verbal and written communication skills.
• Knowledge of investment and financial planning strategies preferred.
• Registered with US FINRA including SIE and Series 6, 63, 65 or 7 and 66.

Responsibilities

• Identify and build relationships with affluent clients.
• Anticipate complex financial needs of clients and offer solutions.
• Organize client events to enhance relationships.
• Ensure compliance with KYC/AML and other regulations.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Microsoft Office (Excel, Word, Outlook)

Financial planning software

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients.

The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory requirements. Candidates should have 5-8 years of experience and relevant FINRA registrations.