Wealth Relationship Architect for HNW Clients

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

Job summary

Citigroup Inc. in New York, NY, is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act.

This seasoned role requires deep disciplinary knowledge, client-facing advisory, and the ability to lead teams and coach new recruits. Responsibilities include identifying upscale client relationships, offering holistic financial solutions, and collaborating with product specialists. The position emphasizes compliance, KYC/AML, and regulatory requirements.

Qualifications

• 5–8 years of experience in wealth management or financial planning.
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• Strong analytical and financial skills.
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• Excellent verbal and written communication skills.
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• Organized with high attention to details.
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• Proficient in Microsoft Office; experience with Money Guide Pro, or NaviPlan Select preferred.
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• Must meet US FINRA registrations (SIE, Series 6/63/65 or 7/66).
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• Willing to register as a mortgage loan originator as required.

Responsibilities

• Identify and deepen relationships to gain wallet share of affluent/High Net Worth clients.
• Anticipate complex financial needs and offer holistic solutions using a wide range of products.
• Collaborate with product specialists to address banking, credit and investment needs.
• Provide high-touch engagement with clients and organize events.
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners as appropriate.
• Coordinate with branch team for a positive in-branch experience.

Skills

Analytical skills

Financial skills

Verbal and written communication

Detail-oriented

Self-starter

Team player

Education

Bachelor's/University degree

Tools

Microsoft Excel

Money Guide Pro

NaviPlan Select

Outlook

Word

Job description

Citigroup Inc. in New York, NY, is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act.

This seasoned role requires deep disciplinary knowledge, client-facing advisory, and the ability to lead teams and coach new recruits. Responsibilities include identifying upscale client relationships, offering holistic financial solutions, and collaborating with product specialists. The position emphasizes compliance, KYC/AML, and regulatory requirements.