Wealth Relationship Advisor for High Net Worth

Citigroup Inc.; New York (NY); On-site; USD 88,000 - 133,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off & holidays

Job summary

Citigroup Inc. — Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Flushing, NY — a senior advisory role focusing on affluent/HNW clients, financial planning, and cross-functional collaboration within Citi's Private Client Coverage.

The position requires FINRA registrations or equivalents, life insurance licensing, and mortgage originator registration within set timelines. You will lead client engagements, drive wallet share, and guide teams while ensuring regulatory compliance and

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Microsoft Office and NaviPlan Select experience preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver and goal-oriented team player.
• Must be US FINRA registered: SIE, 6, 63 & 65 OR 7 & 66, or equivalent.
• Must meet FINRA requirements within 150 days.
• Life insurance license required; must obtain within 150 days.
• FINRA registration requirements if not already held.
• Must register as mortgage loan originator with Nationwide Mortgage Licensing System.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Work with product specialists to address banking, credit and investment needs.
• Provide regular value-added engagement with clients through meetings and communications.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high value client relationships.
• Refer opportunities to segment partners (Lending, Financial Advisors, etc.).
• Organize client events to strengthen client bonds.
• Acquire new clients through referrals.
• Manage client follow-up and adhere to regulatory/compliance procedures.
• Ensure KYC/AML and other compliance norms are followed.
• Partner with branch team to ensure positive client in-branch experience.
• Assess risk in decisions, protect Citi's reputation and assets.

Skills

Analytical skills

Verbal and written communication

Detail oriented

Self-starter

Team player

Education

Bachelor's degree or equivalent

Tools

Microsoft Office (Excel/Outlook/Word)

NaviPlan Select

Job description

Citigroup Inc. — Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Flushing, NY — a senior advisory role focusing on affluent/HNW clients, financial planning, and cross-functional collaboration within Citi's Private Client Coverage.

The position requires FINRA registrations or equivalents, life insurance licensing, and mortgage originator registration within set timelines. You will lead client engagements, drive wallet share, and guide teams while ensuring regulatory compliance and