Senior Wealth Relationship Manager: HNW Solutions

Citigroup Inc.; Miami (FL); On-site; USD 73,000 - 109,000; Full time

Job summary

Citigroup Inc. in Miami, FL seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening affluent client relationships and delivering holistic financial planning solutions with a high level of client service and regulatory compliance.

Responsibilities include proactive client engagement, collaborating with product specialists, and ensuring adherence to FINRA and SAFE Act requirements while expanding wallet share and managing risk.

Qualifications

• Bachelor's/University degree or equivalent experience.
• 5-8 years of experience in wealth management or financial planning context preferred.
• Knowledge of financial planning software and MS Office tools is advantageous.
• Must meet US FINRA registration requirements within 150 days of starting in role.
• Life insurance license required within 150 days of starting in role.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• With product specialists, recognize and understand banking, credit and investment needs to provide financial planning.
• Provide high-touch, in-person engagement with clients at preferred locations and events.
• Source, acquire and expand high-value client relationships and referrals.
• Adhere to KYC/AML and all regulatory compliance and risk controls.

Skills

Strong analytical skills

Strong verbal and written comms

Attention to detail

Self-starter and problem solver

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Citigroup Inc. in Miami, FL seeks a Sr. Analyst for Wealth Relationship Management. The role focuses on deepening affluent client relationships and delivering holistic financial planning solutions with a high level of client service and regulatory compliance.

Responsibilities include proactive client engagement, collaborating with product specialists, and ensuring adherence to FINRA and SAFE Act requirements while expanding wallet share and managing risk.