Senior Wealth Relationship Strategist

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

Job summary

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst in New York to identify and deepen relationships with affluent clients, offering holistic financial planning and investment solutions.

The role emphasizes regulatory compliance, KYC/AML adherence, and collaboration with specialists to grow wallet share. The ideal candidate has 5–8 years of experience, strong analytical and communication skills, and FINRA licensing.

Qualifications

• 5-8 years of experience
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and 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 able to work without direction
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Life insurance license required.
• Must meet life insurance license requirement within 150 days of starting in the role.
• FINRA Registration requirements if not already held.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and discovery skills.
• Anticipate complex financial needs and offer solutions across products and services based on client profiling.
• Provide holistic financial solutions with product specialists and client goals in mind.
• Regular value-added engagement with clients through high-touch, in-person meetings and ongoing communication.

Skills

Strong analytical skills

Strong verbal and written沟通 skills

Education

Bachelor's/University degree or equivalent experience

Tools

NaviPlan Select

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst in New York to identify and deepen relationships with affluent clients, offering holistic financial planning and investment solutions.

The role emphasizes regulatory compliance, KYC/AML adherence, and collaboration with specialists to grow wallet share. The ideal candidate has 5–8 years of experience, strong analytical and communication skills, and FINRA licensing.