Senior Wealth Relationship Strategist

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Paid holidays

Job summary

Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML.

The ideal candidate will have 5-8 years of experience and be adept at financial planning, with strong analytical and communication skills. Additional perks include competitive benefits and salary range of $88,400.00 - $132,600.00.

Qualifications

• 5-8 years of experience in a relevant field.
• Required US FINRA Registration: Series 6, 63, 65 or equivalent.
• Life Insurance must be obtained within a specific timeframe.
• Ability to work independently and be a team player.

Responsibilities

• Build and deepen relationships with affluent clients.
• Provide holistic financial solutions tailored to client needs.
• Ensure compliance with KYC and AML procedures.
• Facilitate client events to enhance engagement.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Knowledge of financial planning software

Investment planning knowledge

Self-starter

Education

Bachelor's/University degree

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

NaviPlan Select

Job description

Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML.

The ideal candidate will have 5-8 years of experience and be adept at financial planning, with strong analytical and communication skills. Additional perks include competitive benefits and salary range of $88,400.00 - $132,600.00.