Senior Wealth Relationship Strategist

Citi; New York (NY); Sur place; USD 88 000 - 133 000; Plein temps

Résumé du poste

Citi in New York is seeking a seasoned Sr. Analyst for Wealth Relationship Management to deepen client relationships with affluent and high net worth individuals. The role blends financial planning with proactive engagement, leveraging discovery and profiling to tailor holistic solutions.

The candidate will work with product specialists, manage risk, and ensure KYC/AML and regulatory standards are met while coordinating a positive in-branch client experience.

Qualifications

• 5-8 years of experience in wealth management or financial planning.
• Strong analytical and communication skills with attention to detail.
• Experience with financial planning software and Microsoft Office.

Responsabilités

• Identify and deepen relationships to grow wallet share among affluent clients.
• Anticipate client financial needs and offer holistic solutions across products.
• Coordinate with product specialists to address banking, credit and investment goals.
• Engage with clients through regular meetings and value-added events.
• Source referrals and expand high-value client relationships while maintaining compliance.

Connaissances

Analytical skills

Communication skills

Attention to detail

Self-starter

Problem solving

Formation

Bachelor's degree or equivalent

Outils

Microsoft Excel

Microsoft Outlook

Microsoft Word

NaviPlan Select

Description du poste

Citi in New York is seeking a seasoned Sr. Analyst for Wealth Relationship Management to deepen client relationships with affluent and high net worth individuals. The role blends financial planning with proactive engagement, leveraging discovery and profiling to tailor holistic solutions.

The candidate will work with product specialists, manage risk, and ensure KYC/AML and regulatory standards are met while coordinating a positive in-branch client experience.