Senior Wealth Relationship Strategist

Citi

Plantation (FL)

On-site

USD 73,000 - 109,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Job summary

Citi in Plantation, FL seeks a Sr. Analyst for Wealth Relationship Management (SAFE Act). You will build and deepen relationships with affluent clients, offering holistic financial planning and investment solutions tailored to client profiles.

The role requires 5–8 years in wealth management, current US FINRA registrations, a bachelor’s degree, and a life insurance license (or ability to obtain). You will collaborate with specialists, deliver high-touch engagements, and uphold strict regulatory

Qualifications

Bachelor's degree required or equivalent experience.
5–8 years of experience in wealth management or financial planning.
Must meet ALL US FINRA Registration requirements within 150 days of starting the role.
Life insurance license required; must obtain within 150 days.

Responsibilities

Identify and deepen relationships to gain incremental wallet share of affluent/HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Collaborate with product specialists to tailor financial plans.
Provide high-touch client engagement with in-person meetings at preferred locations.
Ensure KYC/AML and all regulatory procedures are followed.