Wealth Relationship AVP: Client Growth & Planning

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

Job summary

Citi's Wealth Relationship Mgmt. role in Brooklyn, NY targets seasoned professionals who deepen relationships with affluent clients through comprehensive financial planning and high-touch engagement.

You will collaborate with product specialists to tailor banking, credit and investment solutions and manage the end-to-end client experience. Qualifications include 5-8 years of experience, strong analytical and communication skills, and a FINRA registration path.

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong analytical and financial skills essential.
• Excellent verbal and written communication abilities.
• Organized with strong attention to detail.
• Experience with financial planning software preferred.

Responsibilities

• Identify, build and deepen relationships to gain wallet share with affluent clients.
• Anticipate complex financial needs and offer holistic solutions.
• Collaborate with product specialists to address banking, credit, and investment needs.
• Engage clients through regular high-touch meetings and events.
• Source, acquire and expand high-value client relationships.
• Ensure compliance with KYC/AML and regulatory procedures.
• Coordinate with branch team to deliver positive in-branch experience.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi's Wealth Relationship Mgmt. role in Brooklyn, NY targets seasoned professionals who deepen relationships with affluent clients through comprehensive financial planning and high-touch engagement.

You will collaborate with product specialists to tailor banking, credit and investment solutions and manage the end-to-end client experience. Qualifications include 5-8 years of experience, strong analytical and communication skills, and a FINRA registration path.