Senior Wealth Relationship Manager

Citi; Elwood (IL); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Elwood, NY.

The role focuses on deepening relationships with affluent and high-net-worth clients, offering holistic financial planning solutions, and delivering high-touch client service. Responsibilities include identifying client needs, coordinating with product specialists, and expanding the client base while maintaining strict regulatory compliance, including KYC/AML.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills are required.
• Excellent verbal and written communication; organized with attention to detail.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent and high net worth clients.
• Anticipate client financial needs and offer holistic solutions across products.
• Provide regular high-touch engagement with clients at preferred locations.
• Source and expand high-value client relationships; maximize sales and service opportunities.
• Coordinate with product specialists and segment partners to meet client goals.
• Ensure compliance with KYC/AML and regulatory standards.

Skills

5-8 years exp

Analytical skills

Verbal and written communication

Detail-oriented

Self-starter

Education

Bachelor’s degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Elwood, NY.

The role focuses on deepening relationships with affluent and high-net-worth clients, offering holistic financial planning solutions, and delivering high-touch client service. Responsibilities include identifying client needs, coordinating with product specialists, and expanding the client base while maintaining strict regulatory compliance, including KYC/AML.