Senior Wealth Relationship Strategist

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

Job summary

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York to deepen relationships with affluent and high‑net‑worth clients.

You will use financial planning and profiling to offer holistic solutions, partnering with product specialists to address banking, credit and investment needs. The role emphasizes high‑touch client engagement, proactive referrals, and adherence to strict KYC/AML and SAFE Act requirements.

Qualifications

• 5-8 years of experience in wealth management or related field.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Proficient with Microsoft Office (Excel, Outlook, Word) and NaviPlan Select or similar.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and a goal-oriented team player.
• Must be US FINRA registered: SIE, 6, 63, 65 or 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days.
• Insurance Group 1 required.
• Must obtain mortgage loan originator registration under SAFE Act within 120 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients via financial planning and discovery.
• Anticipate complex financial needs and offer holistic solutions across products and tools.
• Collaborate with product specialists to address banking, credit and investment goals.
• Provide high-touch engagement with regular face-to-face meetings at client locations.
• Master referral opportunities to grow portfolio.
• Source, acquire and expand high-value client relationships.
• Refer opportunities to segment partners (Lending, Financial Advisor, Small Business Partners).
• Organize client events to strengthen bonding.
• Acquire new clients from referrals and manage follow-ups.
• Adhere to regulatory and compliance procedures including KYC/AML.
• Collaborate with branch team to ensure positive in-branch experience.
• Assess risk and uphold Citi policies and regulatory requirements.

Skills

Strong analytical skills

Strong communication skills

Detail-oriented

Self-starter

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

NaviPlan Select

Job description

Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York to deepen relationships with affluent and high‑net‑worth clients.

You will use financial planning and profiling to offer holistic solutions, partnering with product specialists to address banking, credit and investment needs. The role emphasizes high‑touch client engagement, proactive referrals, and adherence to strict KYC/AML and SAFE Act requirements.