Senior Wealth Relationship Manager - HNW Solutions

Citigroup Inc.; Naperville (IL); On-site; USD 78,080 - 117,120; Full time

Job summary

Citigroup Inc. seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify opportunities, deepen client relationships, and tailor financial solutions for affluent and High Net Worth clients.

Role requires deep regulatory awareness, strong communication, and the ability to coach and lead teams. A Bachelor's degree and FINRA registrations are required, with mortgage licensing obligations to follow.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge ofMicrosoft Office and financial planning software.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit and investment goals.
• Provide regular high-touch engagement with clients and communicate proactively.

Skills

Relationship management

Analytical thinking

Communication

Team leadership

Coaching

Problem solving

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citigroup Inc. seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify opportunities, deepen client relationships, and tailor financial solutions for affluent and High Net Worth clients.

Role requires deep regulatory awareness, strong communication, and the ability to coach and lead teams. A Bachelor's degree and FINRA registrations are required, with mortgage licensing obligations to follow.