Senior Wealth Relationship Advisor (HNW)

Citigroup Inc.; New York (NY); Vor Ort; USD 88.000 - 133.000; Vollzeit

Zusammenfassung

Citigroup Inc. seeks a Wealth Relationship Management Sr. Analyst to lead high-impact client engagements in the NY area. The role requires in-depth financial planning insights, strong communication, and the ability to coordinate with product specialists to deliver holistic banking, credit, and investment solutions.

The candidate will manage complex client needs, ensure KYC/AML compliance, and cultivate new opportunities while maintaining strict regulatory standards within a SAFE Act framework.

Qualifikationen

• Bachelor's degree or equivalent experience.
• 5-8 years of experience.
• FINRA registration: SIE, 6, 63, 65 OR Series 7 and 66 or equivalent; must meet within 150 days.
• Life insurance license required; must obtain within 150 days.
• Mortgage loan originator registration under SAFE Act and to maintain annual renewal.

Aufgaben

• Identify and deepen relationships to gain wallet share of affluent and HNW clients using financial planning and profiling.
• Anticipate complex financial needs and offer holistic solutions across products.
• With product specialists, recognize and understand banking, credit, and investment needs and goals.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings.
• Master referral opportunities to grow the portfolio; organize client events; acquire new clients.

Kenntnisse

Analytical skills

Communication skills

MS Office

Ausbildung

Bachelor's degree

Tools

FINRA registration guidance

Jobbeschreibung

Citigroup Inc. seeks a Wealth Relationship Management Sr. Analyst to lead high-impact client engagements in the NY area. The role requires in-depth financial planning insights, strong communication, and the ability to coordinate with product specialists to deliver holistic banking, credit, and investment solutions.

The candidate will manage complex client needs, ensure KYC/AML compliance, and cultivate new opportunities while maintaining strict regulatory standards within a SAFE Act framework.