Senior Wealth Relationship Architect

Citigroup Inc.

Silver Spring (MD)

On-site

USD 84,000 - 126,000

Full time

3 days ago

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Job summary

Citigroup Inc. in Silver Spring, MD seeks a Sr.

Analyst in Wealth Relationship Management to identify and deepen relationships with affluent and high‑net‑worth clients, delivering holistic financial planning and investment guidance. Responsibilities include proactive client engagement, compliance with KYC/AML and SAFE Act requirements, collaboration with product specialists, and coordinating referrals across banking, lending and advisory partners; requires 5–8 years’ experience and a bachelor’s

Qualifications

5-8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication skills.
Organized with strong attention to details.
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
Basic understanding of investment and financial planning strategies preferred.
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry before referring clients to Citibank.

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.