South Florida Wealth Relationship Manager (HNW)

Citigroup Inc.; Boca Raton (FL); On-site; USD 72,880 - 109,320; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is looking for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Boca Raton, Florida. This seasoned professional will enhance processes and contribute to the overall business objectives while building relationships to deepen client engagement.

Responsibilities include understanding client needs, ensuring compliance with regulations, and actively managing high-value customer relationships. Ideal candidates should possess 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements.

Qualifications

• 5-8 years of experience in financial planning or related field.
• Strong analytical and financial skills required.
• Strong verbal and written communication skills necessary.
• Must be organized with strong attention to details.
• Knowledge of investment and financial planning strategies preferred.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Anticipate financial needs and provide holistic financial solutions.
• Conduct face-to-face meetings and provide regular engagement with clients.
• Manage compliance with KYC/AML and other regulatory norms.

Skills

Analytical skills

Communication skills

Financial planning

Attention to detail

Teamwork

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

Job description

Citigroup Inc. is looking for a Wealth Relationship Mgmt. (Branch) Sr. Analyst in Boca Raton, Florida. This seasoned professional will enhance processes and contribute to the overall business objectives while building relationships to deepen client engagement.

Responsibilities include understanding client needs, ensuring compliance with regulations, and actively managing high-value customer relationships. Ideal candidates should possess 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements.