Senior Wealth Relationship Strategist

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

Job summary

Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst for its New York branch. The role focuses on deepening client relationships, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet complex client needs.

You will engage high-net-worth clients through face-to-face meetings, proactive referrals, and collaboration with cross-functional teams to drive wallet share while maintaining strict regulatory compliance.

Qualifications

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient in Microsoft Office; experience with Money Guide Pro or NaviPlan is preferred.
• Must be a self-starter, problem solver and team player.
• Must meet US FINRA registrations within 150 days.
• Insurance Group 1 requirements within 150 days.

Responsibilities

• Identify and deepen relationships to gain wallet share from affluent and HNW clients.
• Assess complex financial needs and offer holistic solutions across products and services.
• Coordinate with product specialists to tailor banking, credit and investment solutions.
• Engage with clients through regular high-touch meetings and events.
• Refer opportunities to segment partners (Lending, Financial Advisory, Small Business).
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Analytical skills

Verbal communication

Written communication

Detail oriented

Microsoft Office

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst for its New York branch. The role focuses on deepening client relationships, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet complex client needs.

You will engage high-net-worth clients through face-to-face meetings, proactive referrals, and collaboration with cross-functional teams to drive wallet share while maintaining strict regulatory compliance.