Senior Wealth Relationship Manager – HNW Banking (CT)

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst for its New Canaan, Connecticut branch. This role requires strong financial planning, analytical, and communication skills to deepen client relationships and manage complex financial needs. Candidates should possess 5-8 years of relevant experience and a Bachelor's degree.

The position includes a competitive salary range of $88,400 - $132,600 and benefits like medical coverage, 401(k), paid time off, and more. Citi is an equal opportunity employer committed to diversity.

Qualifications

• 5-8 years of experience in financial services.
• Knowledge of investment and financial planning strategies.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.

Responsibilities

• Build relationships to gain wallet share of affluent clients.
• Anticipate and address complex financial needs.
• Organize client events to enhance relationships.

Skills

Financial planning

Analytical skills

Communication skills

Organizational skills

Microsoft Office (Excel, Outlook, Word)

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst for its New Canaan, Connecticut branch. This role requires strong financial planning, analytical, and communication skills to deepen client relationships and manage complex financial needs. Candidates should possess 5-8 years of relevant experience and a Bachelor's degree.

The position includes a competitive salary range of $88,400 - $132,600 and benefits like medical coverage, 401(k), paid time off, and more. Citi is an equal opportunity employer committed to diversity.