Senior Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision

401(k)

Wellness programs

Paid holidays

Job summary

Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and growing wallet share for affluent and high-net-worth clients.

The position requires 5–8 years of experience, FINRA registrations, and mortgage licensing under SAFE Act, with proficiency in MS Office and planning tools. On-site, full-time role with strong compliance expectations.

Qualifications

• Bachelor's/University degree or equivalent experience.
• Must have 5-8 years of experience with strong analytical and financial skills.
• Proficient in MS Office; experience with planning software preferred.
• Must meet US FINRA registration requirements within 150 days of starting.
• NMLS mortgage loan originator registration required per SAFE Act.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and services.
• Collaborate with product specialists to deliver holistic financial planning.
• Provide high-touch engagement with clients, including face-to-face meetings and seminars.
• Refer opportunities to segment partners and expand high-value customer relationships.
• Ensure compliance with KYC/AML and all regulatory procedures.

Skills

Analytical skills

Communication skills

Attention to detail

Microsoft Office

Money Guide Pro/NaviPlan

Self-starter

FINRA Registered (SIE 6 63 65 or 7 66)

Mortgage licensing (NMLS)

Risk awareness

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi is recruiting for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Naperville, IL. The role focuses on deepening client relationships, delivering holistic financial planning, and growing wallet share for affluent and high-net-worth clients.

The position requires 5–8 years of experience, FINRA registrations, and mortgage licensing under SAFE Act, with proficiency in MS Office and planning tools. On-site, full-time role with strong compliance expectations.