Senior Wealth Relationship Manager for HNW Clients

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

Benefits offered by this job

Medical benefits

401(k)

Paid time off

Wellness programs

Job summary

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, is a seasoned professional role focused on advanced financial planning and deep client engagement.

You will drive relationships with affluent clients, coordinate with product specialists and ensure compliant, high-quality service. With 5–8 years of experience, you’ll lead client discovery, deliver tailored financial solutions, and support a positive in-branch experience while meeting FINRA and SAFE Act

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• MS Office (Excel, Outlook, Word) knowledge; financial planning software experience preferred.
• Must meet US FINRA registration requirements within 150 days of start.
• Education: Bachelor's/University degree or equivalent.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit and investment needs.
• Provide regular value-added engagement with clients via high-touch, in-branch meetings.
• Master referral opportunities to grow portfolio and expand high-value relationships.
• Refer opportunities to segment partners (Lending, Financial Advisors, etc.).
• Organize client events to enhance bonding and referrals.
• Acquire new clients through referrals and proactive outreach.
• Ensure compliance with KYC/AML and regulatory procedures.
• Coordinate with branch team to deliver positive in-branch experiences.

Skills

Analytical skills

Communication skills

Attention to detail

MS Office

Money Guide Pro

NaviPlan Select

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Brooklyn, NY, is a seasoned professional role focused on advanced financial planning and deep client engagement.

You will drive relationships with affluent clients, coordinate with product specialists and ensure compliant, high-quality service. With 5–8 years of experience, you’ll lead client discovery, deliver tailored financial solutions, and support a positive in-branch experience while meeting FINRA and SAFE Act