Senior Wealth Relationship Advisor - Private Client

Citigroup Inc.; New York (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft Office and financial planning software. Responsibilities include identifying client needs, managing compliance, and providing holistic financial solutions. This is a full-time position based in New York, offering a salary range of $88,400 to $132,600 plus competitive benefits.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Strong verbal and written communication skills.
• Self-starter with problem-solving abilities.

Responsibilities

• Build relationships with affluent and High Net Worth clients.
• Offer holistic financial solutions based on client needs.
• Manage compliance with KYC/AML regulations.

Skills

Analytical skills

Financial planning skills

Communication skills

Relationship management

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft Office and financial planning software. Responsibilities include identifying client needs, managing compliance, and providing holistic financial solutions. This is a full-time position based in New York, offering a salary range of $88,400 to $132,600 plus competitive benefits.