Wealth Relationship AVP – High-Net-Worth Advisory

Citigroup Inc.

New York (NY)

On-site

USD 88,400 - 132,600

Full time

14 days+

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Job summary

Citigroup Inc. in New York, NY seeks a seasoned Sr. Analyst in Wealth Relationship Management to deepen affluent client relationships and drive wallet share through holistic planning and proactive engagement.

You will collaborate with product specialists to tailor banking, lending, and investment strategies, while ensuring compliant, high-quality client experiences. The role emphasizes strong analytical abilities, thorough regulatory knowledge, and proactive outreach to deliver superior service

Qualifications

5- to 8-year work experience in wealth management or related area.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
Anticipate complex financial needs and offer solutions across products and tools.
Work with product specialists to provide holistic banking, lending and investment solutions.
Deliver high-touch, regular engagement through in-person meetings and seminars.
Develop referrals to grow client portfolios and expand relationships.
Proactively source and expand high-value customer relationships.
Refer opportunities to segment partners (Lending, Advisors, SMB, RM).
Organize client events to enhance client bonding.