Senior Wealth Relationship Advisor for High Net Worth

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

Job summary

Citigroup Inc. in Washington, DC, seeks a Sr. Analyst for Wealth Relationship Management (Branch) to develop and deepen relationships with affluent clients, providing holistic financial planning and services. Expect high-touch engagement and cross-service collaboration.

Qualified candidates have 5–8 years of experience, FINRA license readiness, and strong communication skills, with adherence to KYC/AML, mortgage licensing and related Citi policies.

Qualifications

• 5-8 years of professional experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient with Microsoft Office; experience with financial planning software preferred.
• Must meet US FINRA registration requirements within 150 days of starting this role.
• Mortgage loan originator registration required.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex client financial needs and offer holistic solutions.
• Collaborate with product specialists to align banking, credit and investment needs.
• Provide regular value-added client engagement with high-touch, face-to-face meetings.
• Master referral opportunities to grow portfolio and refer to segment partners.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Experience: 5-8 years

Analytical skills

Verbal and written communication

Attention to detail

Self-starter / problem solver

Team player

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citigroup Inc. in Washington, DC, seeks a Sr. Analyst for Wealth Relationship Management (Branch) to develop and deepen relationships with affluent clients, providing holistic financial planning and services. Expect high-touch engagement and cross-service collaboration.

Qualified candidates have 5–8 years of experience, FINRA license readiness, and strong communication skills, with adherence to KYC/AML, mortgage licensing and related Citi policies.