Senior Wealth Relationship Advisor for HNW Clients

Citigroup Inc.; New York (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life and disability insurance

Paid time off packages

Job summary

Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively.

This role entails building trust through regular communication and ensuring compliance with all regulatory procedures while maximizing sales opportunities. A Bachelor's degree is required, alongside the necessary US FINRA registrations.

Qualifications

• 5-8 years of experience in a financial role.
• Must have US FINRA Registration: SIE, Series 6, 63, and 65 or equivalent.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide holistic financial solutions based on client profiles.
• Ensure compliance with KYC/AML and other regulations.

Skills

Strong analytical and financial skills

Verbal and written communication skills

Attention to details

Financial planning software competency

Self-starter and team player

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively.

This role entails building trust through regular communication and ensuring compliance with all regulatory procedures while maximizing sales opportunities. A Bachelor's degree is required, alongside the necessary US FINRA registrations.