Senior Wealth Relationship Advisor for HNW Clients

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Discretionary incentive awards

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Wellness programs

Paid time off

Job summary

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY seeks a seasoned professional to deepen client relationships and provide holistic financial solutions.

You will engage affluent clients with tailored planning, credit, and investment guidance while maintaining strict regulatory compliance. The role emphasizes senior leadership within teams, coaching, and ensuring high-touch client experiences.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills with attention to detail.
• Proficient in MS Office and financial planning software.

Responsibilities

• Identify and deepen client relationships to grow wallet share within affluent and HNW segments.
• Anticipate complex financial needs and offer holistic solutions based on profiling.
• Coordinate with product specialists to address banking, credit and investment goals.
• Lead regular high-touch engagements and organize client events.
• Ensure compliance with KYC/AML and Citi regulatory standards.

Skills

Analytical skills

Financial skills

Verbal and written communication

Attention to detail

MS Office Suite

Education

Bachelor's degree or higher

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Brooklyn, NY seeks a seasoned professional to deepen client relationships and provide holistic financial solutions.

You will engage affluent clients with tailored planning, credit, and investment guidance while maintaining strict regulatory compliance. The role emphasizes senior leadership within teams, coaching, and ensuring high-touch client experiences.