Senior Wealth Relationship Advisor – HNW Clients

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citi in Milpitas, CA, is seeking a Wealth Relationship Manager – Branch Sr. Analyst SAFE Act to deepen relationships with affluent clients through comprehensive financial planning and proactive discovery.

The role partners with product specialists to deliver holistic solutions, conducts regular high-touch meetings, drives referrals, and organizes client events while ensuring regulatory compliance.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Microsoft Office proficiency; experience with Money Guide Pro or NaviPlan Select.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and goal-oriented team player.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.
• Must meet FINRA requirements within 150 days.
• Insurance Group 1 requirements within 150 days.
• Must register as mortgage loan originator per SAFE Act regulations.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share with affluent clients through financial planning.
• Anticipate complex financial needs and offer solutions across products and tools.
• Collaborate with product specialists to address banking, credit and investment needs holistically.
• Provide high-touch engagement with clients via face-to-face meetings and seminars.
• Pursue referrals to grow the portfolio and organize client events.

Skills

Strong analytical skills

Strong communication skills

Financial analysis

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Milpitas, CA, is seeking a Wealth Relationship Manager – Branch Sr. Analyst SAFE Act to deepen relationships with affluent clients through comprehensive financial planning and proactive discovery.

The role partners with product specialists to deliver holistic solutions, conducts regular high-touch meetings, drives referrals, and organizes client events while ensuring regulatory compliance.