Wealth Advisor, High Net Worth Relationships

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)

Paid time off

Job summary

Citi is seeking a Wealth Relationship Manager to strengthen client relationships and offer holistic financial solutions in New York. The role requires a minimum of 5-8 years of experience in financial services, along with strong analytical and communication skills.

The Wealth Relationship Manager will work closely with high-value clients, ensuring compliance with regulatory norms while providing excellent service. This position offers a competitive salary and various benefits, including health insurance and a 401(k).

Qualifications

• 5-8 years of experience in financial services or related field.
• Self-starter and goal-oriented team player.
• Experience in managing high-value customer relationships.

Responsibilities

• Build and deepen relationships with affluent clients.
• Anticipate complex financial client needs and offer solutions.
• Provide holistic financial solutions with support from product specialists.
• Ensure adherence to KYC/AML and compliance norms.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Attention to details

Financial planning software knowledge

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager to strengthen client relationships and offer holistic financial solutions in New York. The role requires a minimum of 5-8 years of experience in financial services, along with strong analytical and communication skills.

The Wealth Relationship Manager will work closely with high-value clients, ensuring compliance with regulatory norms while providing excellent service. This position offers a competitive salary and various benefits, including health insurance and a 401(k).