Senior Wealth Relationship Advisor - HNWI

Citibank (Switzerland) AG; Albertson (NY); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off (vacation, sick leave, holidays)

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Albertson, NY, to enhance relationships with affluent clients. The role requires strong analytical and financial skills, as well as effective communication abilities to meet client needs through personalized financial solutions.

This full-time position emphasizes compliance with regulations, requiring candidates to meet all US FINRA Registration requirements. Competitive benefits and a salary range between $88,400 and $132,600 are offered to eligible employees.

Qualifications

• 5-8 years of experience required.
• Knowledge of investment and financial planning strategies preferred.
• Must be a self-starter and goal-oriented.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Provide holistic financial solutions based on client needs.
• Ensure compliance with regulatory requirements and KYC norms.

Skills

Analytical skills

Financial planning

Client relationship management

Communication skills

Organization skills

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Albertson, NY, to enhance relationships with affluent clients. The role requires strong analytical and financial skills, as well as effective communication abilities to meet client needs through personalized financial solutions.

This full-time position emphasizes compliance with regulations, requiring candidates to meet all US FINRA Registration requirements. Competitive benefits and a salary range between $88,400 and $132,600 are offered to eligible employees.