Senior Wealth Relationship Strategist – Manhattan

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

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding of finance and compliance regulations.

The successful candidate will engage clients through personal meetings while ensuring adherence to all compliance mandates. Candidates must possess 5-8 years of experience and relevant regulatory registrations.

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 experience using financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Offer financial solutions through a wide range of products.
• Provide regular client engagement and high-touch meetings.
• Proactively source and expand high-value customer relationships.
• Manage client follow-up and adhere to compliance procedures.

Job description

Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding of finance and compliance regulations.

The successful candidate will engage clients through personal meetings while ensuring adherence to all compliance mandates. Candidates must possess 5-8 years of experience and relevant regulatory registrations.