Senior Wealth Relationship Manager – North Jersey

Citigroup Inc.; Paramus (NJ); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Paramus, New Jersey. This role involves identifying and expanding relationships with affluent clients, anticipating their financial needs, and providing personalized solutions. Candidates should have 5-8 years of experience, strong financial analysis, and relevant FINRA registrations. The position offers a full-time role with a salary range of $88,400 - $132,600 and comprehensive benefits, including medical, dental, 401(k), and paid time off.

Qualifications

• 5-8 years of relevant experience.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66.
• Life Insurance required; must obtain within 120 days of meeting FINRA requirements.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate client financial needs with tailored solutions.
• Provide regular engagement with clients through meetings and communications.
• Ensure compliance with regulatory requirements for client interactions.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to detail

Self-starter and problem solver

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

NaviPlan Select or similar financial planning software

Job description

Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Paramus, New Jersey. This role involves identifying and expanding relationships with affluent clients, anticipating their financial needs, and providing personalized solutions. Candidates should have 5-8 years of experience, strong financial analysis, and relevant FINRA registrations. The position offers a full-time role with a salary range of $88,400 - $132,600 and comprehensive benefits, including medical, dental, 401(k), and paid time off.