Senior Wealth Relationship Manager

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

Job summary

Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach.

You will work with product specialists to tailor offerings, conduct face-to-face meetings, and maximize wallet share while ensuring regulatory compliance and a superior in-branch experience. Prior FINRA and mortgage origination requirements apply.

Qualifications

• 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 tools.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer multi-product solutions.
• Provide holistic financial planning with product specialists.
• Engage clients through high-touch, in-person meetings at preferred locations.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners as appropriate.

Skills

Analytical skills

Communication skills

Self-starter

Team player

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach.

You will work with product specialists to tailor offerings, conduct face-to-face meetings, and maximize wallet share while ensuring regulatory compliance and a superior in-branch experience. Prior FINRA and mortgage origination requirements apply.