Senior Wealth Strategy & Relationship Manager

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This role requires 5–8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include identifying client needs, offering financial solutions, and ensuring compliance with applicable regulations. Applicants must possess strong analytical and communication skills, along with the required FINRA registrations. Attractive compensation and comprehensive employee benefits package offered.

Qualifications

• 5–8 years of experience in a relevant field.
• Strong verbal and written communication skills.
• Self-starter with a goal-oriented attitude.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Offer comprehensive financial solutions based on client profiling.
• Organize client events to enhance bonding.

Skills

Analytical skills

Communication skills

Problem-solving

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This role requires 5–8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include identifying client needs, offering financial solutions, and ensuring compliance with applicable regulations. Applicants must possess strong analytical and communication skills, along with the required FINRA registrations. Attractive compensation and comprehensive employee benefits package offered.