Strategic Wealth Relationship Manager

Citigroup; Plainview (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Citigroup Wealth Relationship Mgmt. (Branch) is seeking a Sr. Analyst to deepen relationships with affluent and high-net-worth clients in Plainview, NY, offering holistic financial planning and integrated solutions while ensuring strict regulatory adherence.

The role involves high-touch client engagement, collaboration with product specialists, and mentoring junior staff, with a strong focus on KYC/AML and SAFE Act compliance.

Qualifications

• 5-8 years of experience in wealth management or financial services.
• Knowledge of financial planning software (Money Guide Pro, NaviPlan) preferred.
• FINRA registrations: SIE, Series 6/63/65 OR Series 7/66 or equivalent; must meet requirements within 150 days.
• Mortgage loan originator registration under SAFE Act and regulatory compliance required.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer solutions across products and services.
• Provide holistic financial planning and advisory services with client profiling.
• Deliver high-touch client engagement with regular meetings at client locations.
• Master referral opportunities to grow portfolio and coordinate with segment partners.
• Ensure compliance with KYC/AML and regulatory procedures; maintain Citi policies.

Skills

Analytical skills

Communication skills

Leadership

Financial planning

Client relationship management

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Wealth Relationship Mgmt. (Branch) is seeking a Sr. Analyst to deepen relationships with affluent and high-net-worth clients in Plainview, NY, offering holistic financial planning and integrated solutions while ensuring strict regulatory adherence.

The role involves high-touch client engagement, collaboration with product specialists, and mentoring junior staff, with a strong focus on KYC/AML and SAFE Act compliance.