Wealth Relationship Lead, HNW & Financial Planning

Citi; Plainview (NY); Vor Ort; USD 88.000 - 133.000; Vollzeit

Zusammenfassung

Citi in Plainview, NY seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and deliver holistic financial solutions.

The role emphasizes understanding complex client needs, coordinating with product specialists, and maintaining strict KYC/AML compliance. With a focus on high-net-worth clients, this position involves face-to-face engagements, referrals, and collaboration across the branch to maximize wallet share.

Qualifikationen

• Bachelor’s/University degree or equivalent experience.

Aufgaben

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client’s preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Kenntnisse

Analytical skills

Communication skills

Attention to detail

Microsoft Office (Excel, Outlook, Word

Financial planning software

Self-starter / problem solver

FINRA registrations (SIE, Series 6, 63

Mortgage licensing / SAFE Act

Ausbildung

Bachelor’s degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Jobbeschreibung

Citi in Plainview, NY seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and deliver holistic financial solutions.

The role emphasizes understanding complex client needs, coordinating with product specialists, and maintaining strict KYC/AML compliance. With a focus on high-net-worth clients, this position involves face-to-face engagements, referrals, and collaboration across the branch to maximize wallet share.