Senior Wealth Relationship Manager for HNW

Citi; Town of Yorktown (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off

Job summary

Citi is seeking a Sr. Analyst for Wealth Relationship Management in Yorktown Heights, NY. This seasoned professional develops relationships with affluent clients, identifies their financial needs, and offers holistic solutions with product specialists.

The role emphasizes high-touch, in-branch client engagement and strict regulatory adherence. Responsibilities include growing wallet share, coordinating with Lenders, Financial Advisors, and Partners, organizing client events, and ensuring a

Qualifications

• 5–8 years of experience.
• MS Office familiarity plus financial planning software (Money Guide Pro or NaviPlan) preferred.
• Must meet US FINRA registrations (SIE, Series 6/63/65 or 7/66) within 150 days of start.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• Collaborate with product specialists to understand banking, credit, and investment goals.
• Provide high-touch engagement with clients through face-to-face meetings at preferred locations.
• Source, acquire and grow high-value client relationships while maximizing sales opportunities.
• Refer opportunities to segment partners (Lending, Financial Advisors, Small Business, etc.).
• Organize client events to strengthen client relationships.
• Acquire new clients via referral leads.
• Manage follow-up and ensure KYC/AML and regulatory compliance.
• Partner with branch team to ensure positive in-branch experience.
• Assess risk in business decisions per Citigroup policies.

Skills

Strong analytical skills

Strong verbal and written skills

Self-starter

Problem solver

Team player

Organized

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst for Wealth Relationship Management in Yorktown Heights, NY. This seasoned professional develops relationships with affluent clients, identifies their financial needs, and offers holistic solutions with product specialists.

The role emphasizes high-touch, in-branch client engagement and strict regulatory adherence. Responsibilities include growing wallet share, coordinating with Lenders, Financial Advisors, and Partners, organizing client events, and ensuring a