Senior Wealth Relationship AVP

Citi; Paramus (NJ); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, disability insurance

Job summary

Citi in Paramus, New Jersey, seeks a seasoned Sr. Analyst for Wealth Relationship Management under the SAFE Act. The role emphasizes deep client relationships, holistic financial planning, and collaboration with product specialists to address complex needs.

You will drive high-touch client engagement, ensure regulatory/compliance alignment, and coordinate with branch partners to deliver a compliant, positive client experience.

Qualifications

• 5–8 years of experience in private client/financial planning.
• FINRA registration: SIE, Series 6, 63, 65 OR Series 7 and 66 or equivalent.
• Must register as a mortgage loan originator under SAFE Act within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share in affluent/HNW segments.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular high-touch client engagement with meetings at preferred locations.

Skills

Relationship management

Financial analysis

Communication

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Paramus, New Jersey, seeks a seasoned Sr. Analyst for Wealth Relationship Management under the SAFE Act. The role emphasizes deep client relationships, holistic financial planning, and collaboration with product specialists to address complex needs.

You will drive high-touch client engagement, ensure regulatory/compliance alignment, and coordinate with branch partners to deliver a compliant, positive client experience.