Senior Wealth Relationship Manager

Citi; Washington; On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off and holidays

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and high-net-worth clients through comprehensive financial planning and discovery.

You will work with product specialists to align banking, credit and investment needs, delivering holistic solutions and a high-touch client experience. The role requires regulatory compliance, KYC/AML adherence, and mortgage originator registration within Citi policies.

Qualifications

• 5-8 years of experience in financial planning or wealth management.
• Experience with investment and financial planning strategies preferred.
• Must meet US FINRA registrations within 150 days of starting.
• Mortgage loan originator registration and related regulatory compliance required.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide high-touch, in-branch engagement and regular client contact.
• Refer opportunities to segment partners and organize client events.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Strong analytical and financial skills

Strong verbal and writtencommunication

Organized with attention to details

Self-starter and problem solver

Education

Bachelor’s/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent and high-net-worth clients through comprehensive financial planning and discovery.

You will work with product specialists to align banking, credit and investment needs, delivering holistic solutions and a high-touch client experience. The role requires regulatory compliance, KYC/AML adherence, and mortgage originator registration within Citi policies.