Senior Wealth Relationship Architect

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) plan

Life insurance

Paid time off packages

Job summary

Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York. This role requires strong analytical and financial skills to support affluent clients and deepen relationships through tailored financial solutions.

The candidate should possess 5-8 years of experience and excellent communication skills. A Bachelor's degree is required, along with familiarity with financial planning software.

The position offers a salary range of $88,400 to $132,600 along with competitive benefits.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Must be a self-starter and goal-oriented team player.

Responsibilities

• Identify and deepen relationships with affluent and High Net Worth clients.
• Anticipate complex financial needs and offer comprehensive solutions.
• Provide high-touch client engagement and build a strong portfolio.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York. This role requires strong analytical and financial skills to support affluent clients and deepen relationships through tailored financial solutions.

The candidate should possess 5-8 years of experience and excellent communication skills. A Bachelor's degree is required, along with familiarity with financial planning software.

The position offers a salary range of $88,400 to $132,600 along with competitive benefits.