Senior Wealth Relationship Architect

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

Job summary

Citi's Wealth Relationship Management team in New York is seeking a Sr. Analyst SAFE Act to develop and deepen client relationships among affluent and HNW clients, delivering holistic financial planning solutions.

The role requires strong analytical skills, FINRA registrations, and a proactive, compliant, client-focused approach to grow wallet share while coordinating with product partners and branch teams.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must meet ALL US FINRA Registration within 150 days of starting in the role.
• Life insurance license required; must meet life insurance license requirement within 150 days of starting in the role.
• Bachelor’s/University degree or equivalent experience.
• Mortgage loan originator registration required under SAFE Act.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face‑to‑face meetings at client’s preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Analytical skills

Communication skills

Organizational skills

Self-starter

Problem solving

Team player

Microsoft Office

Education

Bachelor’s/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi's Wealth Relationship Management team in New York is seeking a Sr. Analyst SAFE Act to develop and deepen client relationships among affluent and HNW clients, delivering holistic financial planning solutions.

The role requires strong analytical skills, FINRA registrations, and a proactive, compliant, client-focused approach to grow wallet share while coordinating with product partners and branch teams.