Senior Wealth Relationship Lead for HNW Clients

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

Job summary

Citi in Hastings-on-Hudson, NY seeks a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients by offering holistic financial planning and high-touch engagement. The role involves identifying client needs, coordinating with product specialists, and driving referrals.

Requires strong analytical skills, FINRA registration and mortgage regulatory knowledge, and the ability to coach junior staff in a fast-paced, compliance-focused environment.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills; client-facing experience.
• Proven ability to communicate clearly, both verbally and in writing.
• Knowledge of financial planning software and advisory processes.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Coordinate with product specialists to address banking, credit and investment needs.
• Provide high-touch engagement with regular meetings and communications.
• Source and expand high-value client relationships and referrals.
• Ensure compliance with KYC/AML and Citi policies; collaborate with branch team.
• Refer opportunities to segment partners and participate in client events.

Skills

Strong analytical skills

Strong verbal and writtencommunication

Self-starter / problem solver

Leadership / coaching

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Hastings-on-Hudson, NY seeks a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients by offering holistic financial planning and high-touch engagement. The role involves identifying client needs, coordinating with product specialists, and driving referrals.

Requires strong analytical skills, FINRA registration and mortgage regulatory knowledge, and the ability to coach junior staff in a fast-paced, compliance-focused environment.