Senior Wealth Relationship Manager (AVP)

Citi; River Forest (IL); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insur.

Wellness programs

Paid time off & holidays

Job summary

Citi in River Forest, Illinois is seeking a Sr. Analyst in Wealth Relationship Management. The role involves identifying and deepening relationships with affluent and High Net Worth clients, using discovery and profiling to tailor financial planning and solutions.

You will meet clients face-to-face, coordinate with product specialists, and drive holistic financial strategies while adhering to regulatory requirements. Strong FINRA readiness and mortgage origination awareness are required.

Qualifications

• Bachelor's degree or equivalent experience required.
• Experience with financial planning strategies preferred.
• FINRA registrations required (SIE, Series 6/63/65 or 7/66) or equivalent.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent and High Net Worth clients.
• Anticipate complex financial needs and offer holistic solutions based on profiling.
• Provide regular value-added engagement with clients through face-to-face meetings and ongoing communication.
• Refer opportunities and coordinate with segment partners to expand relationships.
• Ensure compliance with KYC/AML and firm policies.

Skills

Strong analytical and financial skills

Strong verbal and writtencommunication

Detail oriented

MS Office & financial planning tools

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in River Forest, Illinois is seeking a Sr. Analyst in Wealth Relationship Management. The role involves identifying and deepening relationships with affluent and High Net Worth clients, using discovery and profiling to tailor financial planning and solutions.

You will meet clients face-to-face, coordinate with product specialists, and drive holistic financial strategies while adhering to regulatory requirements. Strong FINRA readiness and mortgage origination awareness are required.