Senior Wealth Relationship Manager - Private Client

Citi; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework.

Identify opportunities, coordinate with product specialists, and deliver high-touch, compliant client service on-site in Brooklyn, NY. 5–8 years experience and FINRA registration are preferred for success in this role.

Qualifications

• Bachelor’s degree or equivalent experience required.
• Must have 5–8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Knowledge of investment and financial planning strategies preferred.
• FINRA registrations required within 150 days of starting.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients through financial planning and profiling.
• Anticipate complex financial needs and offer solutions across products and services.
• Work with product specialists to provide holistic financial solutions.
• Engage with clients through regular value-added meetings and communications.
• Master referral opportunities to grow portfolio.
• Source and expand high-value client relationships while maximizing sales opportunities.
• Refer opportunities to segment partners as appropriate.
• Organize client events to strengthen relationships.
• Acquire new clients through referral leads.
• Manage client follow-up and adhere to compliance procedures.
• Ensure KYC/AML compliance and risk controls.

Skills

Client relationship management

Financial analysis

Verbal & written communication

Attention to detail

Microsoft Office Suite

NaviPlan Select

Investment knowledge

Self-starter / problem solving

US FINRA Registration

Mortgage originator registration

Life Insurance knowledge

Education

Bachelor’s degree or equivalent experience

Tools

NaviPlan Select

Microsoft Office Suite

Job description

Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework.

Identify opportunities, coordinate with product specialists, and deliver high-touch, compliant client service on-site in Brooklyn, NY. 5–8 years experience and FINRA registration are preferred for success in this role.