Senior Wealth Relationship & Financial Planning Advisor

Citi; New Canaan (CT); On-site; USD 90,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while providing holistic financial solutions. Key responsibilities include identifying financial needs, engaging with clients, and collaborating with branch teams to enhance client experience.

Qualifications

• 5-8 years of experience required.
• Strong analytical and financial skills.
• Knowledge of investment and financial planning strategies preferred.
• Must be a self-starter and problem solver.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate clients' complex financial needs.
• Provide regular engagement with clients.
• Ensure compliance with all regulatory norms.

Skills

Analytical skills

Verbal communication

Written communication

Financial planning knowledge

Attention to detail

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while providing holistic financial solutions. Key responsibilities include identifying financial needs, engaging with clients, and collaborating with branch teams to enhance client experience.