Senior Wealth Relationship Strategist

Citigroup Inc.; New York (NY); On-site; USD 88,400 - 132,600; Full time

Job summary

Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments.

You will collaborate with product specialists, maintain regulatory compliance, and lead client engagements with a focus on quality service and growth.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office and financial planning software.
• Must be a self-starter and team player.
• FINRA registrations and life insurance license requirements.

Responsibilities

• Identify, build and deepen relationships with affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Coordinate with product specialists to address banking, credit and investment needs.
• Engage in regular high-touch client meetings and events.

Skills

Experience: 5-8 years

Analytical & financial skills

Verbal & written communication

Attention to detail

Self-starter / problem solver

Team leadership / coaching

KYC/AML and regulatory awareness

Education

Bachelor's/University degree or equivalent

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro / NaviPlan Select or similar

Job description

Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments.

You will collaborate with product specialists, maintain regulatory compliance, and lead client engagements with a focus on quality service and growth.