Senior Wealth Relationship Manager (HNW)

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

Job summary

Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions.

The position requires 5–8 years of experience, strong analytical/communication skills, and active FINRA registrations. Mortgage origination compliance is also part of the role.

Qualifications

• 5–8 years of wealth management experience.
• Proficient with financial planning software.
• Must have current US FINRA registrations or equivalents.
• Mortgage loan originator registration required within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share in affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular, high-touch client engagement and meetings at preferred locations.
• Coordinate with product specialists to address banking, credit and investment needs.
• Source referrals and expand high-value client relationships.
• Refer opportunities to bank partners when appropriate.

Skills

Analytical skills

Communication skills

Attention to detail

Self-motivation

Team collaboration

Education

Bachelor's degree or equivalent

Tools

Excel

Outlook

Word

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions.

The position requires 5–8 years of experience, strong analytical/communication skills, and active FINRA registrations. Mortgage origination compliance is also part of the role.