Wealth Relationship AVP - Client Growth & Advisory

Citibank (Switzerland) AG; New York (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

Citibank (Switzerland) AG in Brooklyn, NY is seeking a Wealth Relationship Manager (Assistant Vice President) to identify, deepen and manage relationships with affluent clients through comprehensive financial planning.

You will anticipate client needs, propose holistic solutions, conduct high-touch meetings, and ensure KYC/AML compliance while coordinating with product specialists to maximize wallet share.

Qualifications

• 5–8 years of experience in financial planning or private client services.
• Strong analytical and financial skills with attention to detail.
• Must be a self-starter with strong communication skills.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Coordinate with product specialists to address banking, credit and investment needs.
• Deliver high-touch engagement with clients via face-to-face meetings and seminars.
• Ensure KYC/AML compliance and risk management.

Skills

Financial planning

Analytical skills

Communication skills

Microsoft Office

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citibank (Switzerland) AG in Brooklyn, NY is seeking a Wealth Relationship Manager (Assistant Vice President) to identify, deepen and manage relationships with affluent clients through comprehensive financial planning.

You will anticipate client needs, propose holistic solutions, conduct high-touch meetings, and ensure KYC/AML compliance while coordinating with product specialists to maximize wallet share.