Wealth Analyst Trainee — Private Banking

Citi; New York (NY); On-site; USD 59,000 - 151,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Welfare programs

Planned time off

Paid holidays

Job summary

Citi is seeking Full Time Analysts to join the Wealth Analyst Program in New York. The two-year rotational program starts in July with an in-depth training phase and placement determined by interests and Citi's business needs.

You will provide wealth management services, collaborate with bankers and investment professionals, and use Citi tools to craft tailored client solutions. This role offers solid training and a clear path to development.

Qualifications

• Must pass SIE, Series 7, and Series 66.

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams.
• Have a well-rounded experience across core products: Banking, Investments, Lending and Wealth Planning.
• Partner with private bankers, investment professionals and other product specialists to deliver tailored client solutions.
• Leverage Citi’s asset allocation model and analytical tools to optimize portfolios.
• Directly contribute to client analytics and proposals.
• Explore and develop new business opportunities.

Skills

SIE

Series 7

Series 66

Job description

Citi is seeking Full Time Analysts to join the Wealth Analyst Program in New York. The two-year rotational program starts in July with an in-depth training phase and placement determined by interests and Citi's business needs.

You will provide wealth management services, collaborate with bankers and investment professionals, and use Citi tools to craft tailored client solutions. This role offers solid training and a clear path to development.