Senior Wealth Relationship Architect

Doug Markworth Sr Insurance Agency; New York (NY); Sur place; USD 88 000 - 133 000; Plein temps

Résumé du poste

Citi Wealth in Howard Beach, NY is seeking a Wealth Relationship Manager to deepen client relationships and provide holistic financial solutions. You will meet clients face-to-face, understand their banking and investment needs, and coordinate with specialists to grow wallet share.

The role requires strong analytical skills, FINRA licensing readiness, and a proactive, client-first mindset within a regulated environment.

Qualifications

• 5–8 years of experience in private client or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication abilities.
• Detail oriented, organized and self-motivated.

Responsabilités

• Identify, build and deepen relationships to gain wallet share of affluent/high-net-worth clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to align banking, credit and investment needs.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Ensure KYC/AML and regulatory compliance is strictly followed.

Connaissances

Analytical skills

Communication skills

Attention to detail

Self-starter

Formation

Bachelor's degree

Outils

NaviPlan Select

Microsoft Office

Description du poste

Citi Wealth in Howard Beach, NY is seeking a Wealth Relationship Manager to deepen client relationships and provide holistic financial solutions. You will meet clients face-to-face, understand their banking and investment needs, and coordinate with specialists to grow wallet share.

The role requires strong analytical skills, FINRA licensing readiness, and a proactive, client-first mindset within a regulated environment.