Senior Wealth Relationship Lead for HNW Clients

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

Job summary

Citi’s Wealth Relationship Management is seeking a Sr. Analyst to deepen relationships with affluent and high-net-worth clients in Brooklyn, NY. You will identify needs, present holistic financial plans, and coordinate with product specialists to create tailored solutions.

Applicants should have 5–8 years of experience, strong analytical and communication skills, and FINRA registration. A bachelor’s degree is required and mortgage origination exposure is a plus.

Qualifications

• Five to eight years of financial planning experience and client-facing skills.
• Proficient with Excel, Outlook and Word; familiarity with planning tools preferred.
• Strong analytical and communication abilities; reliable self-starter.

Responsibilities

• Identify and deepen client relationships to grow wallet share.
• Assess complex financial needs and propose holistic solutions.
• Work with product specialists to tailor financial plans.
• Engage clients through high-touch meetings and ongoing updates.
• Ensure compliance with KYC/AML and Citi policies.

Skills

Analytical skills

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi’s Wealth Relationship Management is seeking a Sr. Analyst to deepen relationships with affluent and high-net-worth clients in Brooklyn, NY. You will identify needs, present holistic financial plans, and coordinate with product specialists to create tailored solutions.

Applicants should have 5–8 years of experience, strong analytical and communication skills, and FINRA registration. A bachelor’s degree is required and mortgage origination exposure is a plus.