Senior Wealth Relationship Manager – NYC Metro

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs.

Responsibilities include identifying and deepening relationships with affluent clients, ensuring compliance with all regulations, and collaborating with internal teams to provide holistic solutions. Candidates should have 5-8 years of experience, with strong analytical, communication skills, and relevant certifications.

Qualifications

• 5-8 years of experience required.
• Strong analytical and financial skills essential.
• Excellent verbal and written communication abilities are a must.
• Organized with a keen attention to detail.

Responsibilities

• Build relationships with affluent clients for incremental wallet share.
• Anticipate clients' complex financial needs and offer tailored solutions.
• Recognize clients' banking and investment needs to provide holistic solutions.
• Organize client engagement events to enhance bonding.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Organizational skills

Problem-solving

Team player

Education

Bachelor's/University degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs.

Responsibilities include identifying and deepening relationships with affluent clients, ensuring compliance with all regulations, and collaborating with internal teams to provide holistic solutions. Candidates should have 5-8 years of experience, with strong analytical, communication skills, and relevant certifications.