Senior Wealth Relationship Strategist

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

Job summary

Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with product partner support.

Regular in-branch meetings, proactive client engagement, and strict adherence to KYC/AML and Citi policies are essential. A bachelor’s degree and relevant FINRA registrations are required.

Qualifications

• 5–8 years of experience in wealth management or financial advisory.
• Bachelor's degree required.
• FINRA registrations SIE, Series 6/63/65 or Series 7/66 required; must meet within 150 days.
• Mortgage loan originator registration required (NMLS).
• Insurance Group 1 certification required within 150 days.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Work with product specialists to align banking, credit and investment needs.
• Provide regular value-added engagement with clients through in-branch meetings and seminars.
• Refer opportunities to segment partners as appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through referrals and proactive outreach.
• Ensure compliance with KYC/AML and regulatory procedures.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Self-starter

Problem solving

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Outlook

Word

Job description

Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with product partner support.

Regular in-branch meetings, proactive client engagement, and strict adherence to KYC/AML and Citi policies are essential. A bachelor’s degree and relevant FINRA registrations are required.