Senior Wealth Relationship Manager

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

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York, NY. The role emphasizes deep client relationships and sophisticated financial planning, with a focus on the SAFE Act mortgage origination requirements.

Qualified candidates have 5-8 years of experience, FINRA registrations, and strong analytical and communication skills. The role is full-time, based in New York, with a competitive salary range and comprehensive Citi benefits.

Qualifications

• Bachelor's degree or equivalent experience.
• FINRA registrations (SIE, 6, 63, 65) or (7/66) or equivalent.
• Must register as a mortgage loan originator under SAFE Act within 150 days of start.
• Knowledge of financial planning concepts and investments.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent/HNW clients.
• Anticipate client financial needs and propose holistic solutions across products.
• Work with product specialists to address banking, credit and investment goals.
• Provide regular high-touch engagement with clients through meetings and communications.
• Ensure regulatory compliance including KYC/AML and firm policies.

Skills

Strong analytical skills

Strong verbal and written comms

Organized with attention to detail

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York, NY. The role emphasizes deep client relationships and sophisticated financial planning, with a focus on the SAFE Act mortgage origination requirements.

Qualified candidates have 5-8 years of experience, FINRA registrations, and strong analytical and communication skills. The role is full-time, based in New York, with a competitive salary range and comprehensive Citi benefits.