Senior Wealth Relationship & Planning Advisor

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

Job summary

Citigroup Inc. in New York seeks a Sr. Analyst in Wealth Relationship Management to advance financial planning and client engagement for affluent and High Net Worth clients.

This role focuses on deepening relationships and delivering holistic solutions in a regulated, high-touch environment. You will coordinate with product specialists to meet banking, credit, and investment needs while ensuring KYC/AML compliance and adherence to Citi policies.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Experience using NaviPlan Select or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and tools.
• Provide holistic financial solutions with product specialists.
• Engage with clients through regular value-added meetings and communications.

Skills

Analytical skills

Financial acumen

Communication skills

Detail-oriented

Self-starter

Education

Bachelor's degree or equivalent experience

Tools

NaviPlan Select

Microsoft Office

Job description

Citigroup Inc. in New York seeks a Sr. Analyst in Wealth Relationship Management to advance financial planning and client engagement for affluent and High Net Worth clients.

This role focuses on deepening relationships and delivering holistic solutions in a regulated, high-touch environment. You will coordinate with product specialists to meet banking, credit, and investment needs while ensuring KYC/AML compliance and adherence to Citi policies.