Senior Wealth Relationship Manager

Citi; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists.

Role emphasizes high-touch client engagement, proactive referrals, and strict adherence to KYC/AML and regulatory standards. 5–8 years’ experience and required FINRA registration are expected.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Proficient with Microsoft Office tools and financial planning software.
• Must be a self-starter, problem solver and goal-oriented team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Offer holistic financial solutions across banking, credit and investments.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Source referrals and expand high-value client relationships.
• Ensure compliance with KYC/AML and regulatory standards.

Skills

Strong analytical skills

Strong financial skills

Strong verbal and written skills

Attention to detail

Self-starter and problem solver

Team player

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro / NaviPlan Select

Job description

Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists.

Role emphasizes high-touch client engagement, proactive referrals, and strict adherence to KYC/AML and regulatory standards. 5–8 years’ experience and required FINRA registration are expected.