Senior Wealth Relationship Advisor, HNW

Citi; Town of Yorktown (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi is seeking a Wealth Relationship Management Sr. Analyst for the Yorktown Heights, NY area. This role focuses on deepening client relationships with affluent and high-net-worth individuals, uncovering complex financial needs, and providing holistic banking, credit, and investment solutions.

You will work with product specialists, maintain strong client interactions, and ensure regulatory compliance while growing the portfolio through referrals and strategic outreach.

Qualifications

• 5–8 years of experience in Wealth/Financial services.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and experience with planning software.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Collaborate with product specialists to understand banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings.
• Grow portfolio by proactive sourcing, referrals, and cross-team collaboration.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Analytical skills

Financial skills

Communication skills

Detail orientation

Microsoft Office

Financial planning software

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi is seeking a Wealth Relationship Management Sr. Analyst for the Yorktown Heights, NY area. This role focuses on deepening client relationships with affluent and high-net-worth individuals, uncovering complex financial needs, and providing holistic banking, credit, and investment solutions.

You will work with product specialists, maintain strong client interactions, and ensure regulatory compliance while growing the portfolio through referrals and strategic outreach.