Senior Wealth Relationship Manager – HNW Clients

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) and life insurance

Paid time off

Job summary

Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions.

Candidates should possess strong analytical skills, effective communication abilities, and a detail-oriented approach. Citi provides a competitive salary range of approximately $88,400 – $132,600 alongside comprehensive employee benefits and incentive awards.

Qualifications

• 5-8 years of experience in a relevant role.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.

Responsibilities

• Identify and deepen client relationships in affluent and high-net-worth segments.
• Anticipate clients' complex financial needs and offer tailored solutions.
• Provide regular engagement and organize client events.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions.

Candidates should possess strong analytical skills, effective communication abilities, and a detail-oriented approach. Citi provides a competitive salary range of approximately $88,400 – $132,600 alongside comprehensive employee benefits and incentive awards.