Senior Wealth Relationship Advisor – HNW

Citi; New York (NY); Sur place; USD 88 000 - 133 000; Plein temps

Résumé du poste

Citi in Queens, NY is seeking a seasoned Wealth Relationship Mgmt Sr. Analyst to deepen affluent client relationships, anticipate financial needs, and provide holistic solutions across banking, credit, and investment services.

The role emphasizes high-touch client engagement, collaboration with product specialists, and strict adherence to KYC/AML and regulatory standards. Full-time position based in New York.

Qualifications

• Bachelor's/University degree or equivalent experience.

Responsabilités

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.

Connaissances

Analytical skills

Financial skills

Verbal communication

Written communication

Detail oriented

Self-starter

Team player

Formation

Bachelor's degree or equivalent

Outils

Money Guide Pro

NaviPlan Select

MS Office (Excel, Outlook, Word)

Description du poste

Citi in Queens, NY is seeking a seasoned Wealth Relationship Mgmt Sr. Analyst to deepen affluent client relationships, anticipate financial needs, and provide holistic solutions across banking, credit, and investment services.

The role emphasizes high-touch client engagement, collaboration with product specialists, and strict adherence to KYC/AML and regulatory standards. Full-time position based in New York.