Senior Wealth Relationship Manager – High Net Worth Growth

Citi; Yorktown Heights (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off including vacation, sick leave, and holidays

Job summary

A leading financial services firm is seeking a Wealth Relationship Management Sr. Analyst in Yorktown Heights, New York. This seasoned professional will deepen client relationships, offering tailored financial solutions while ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong analytical skills, and a solid financial background. With comprehensive benefits and competitive salary range of $88,400.00 - $132,600.00, this role is perfect for a goal-oriented team player.

Qualifications

• 5-8 years of experience required.
• Must have current US FINRA Registration: SIE, Series 6, 63, and 65 or Series 7 and 66.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide solutions based on comprehensive client profiling.
• Organize and manage client events to enhance relationships.

Skills

Strong verbal and written communication skills

Strong analytical and financial skills

Organized with strong attention to details

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

A leading financial services firm is seeking a Wealth Relationship Management Sr. Analyst in Yorktown Heights, New York. This seasoned professional will deepen client relationships, offering tailored financial solutions while ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong analytical skills, and a solid financial background. With comprehensive benefits and competitive salary range of $88,400.00 - $132,600.00, this role is perfect for a goal-oriented team player.