Senior Wealth Relationship Manager

Citi; New York (NY); Presencial; USD 88.000 - 133.000; Jornada completa

Descripción de la vacante

Citi in New York is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen client relationships with affluent and HNW segments, offering holistic financial solutions and proactive planning.

The role emphasizes high-touch client engagement, collaboration with product experts, and strict adherence to FINRA and SAFE Act regulations, while driving growth through referrals and events.

Formación

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office and financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• This position requires mortgage loan originator registration and ongoing compliance obligations.

Responsabilidades

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and profiling.
• Anticipate the complex financial needs of the client and offer solutions across products and services.
• Work with product specialists to address banking, credit and investment needs for holistic solutions.
• Provide regular value-added engagement with clients through high-touch, face-to-face meetings at client locations.
• Master referral opportunities to grow portfolio and actively source new clients.
• Refer opportunities to segment partners and coordinate with branch team for positive in-branch experiences.
• Organize client events to enhance client bonding and manage follow-up per compliance rules.

Conocimientos

Analytical skills

Communication skills

Attention to detail

Self-starter

Problem solving

Team player

Educación

Bachelor's degree or equivalent experience

Herramientas

Money Guide Pro

NaviPlan Select

Financial planning software

Descripción del empleo

Citi in New York is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen client relationships with affluent and HNW segments, offering holistic financial solutions and proactive planning.

The role emphasizes high-touch client engagement, collaboration with product experts, and strict adherence to FINRA and SAFE Act regulations, while driving growth through referrals and events.