Wealth Relationship Leader – Private Client Banking AVP

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in Brooklyn, NY is seeking a Wealth Relationship Management Sr. Analyst to identify and deepen relationships with affluent clients, delivering holistic financial planning and a high-touch client experience.

You will work with product specialists to address banking, credit, and investment needs while maintaining rigorous regulatory compliance. The role requires strong analytical skills, exceptional communication, and a proactive, self-starting approach within a team-oriented

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Microsoft Office (Excel, Outlook, and Word) experience.
• Experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player.

Responsibilities

• 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.

Skills

Analytical skills

Communication skills

Detail-oriented

Microsoft Office

Money Guide Pro

NaviPlan Select

FINRA registrations

Self-motivated

Team player

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Brooklyn, NY is seeking a Wealth Relationship Management Sr. Analyst to identify and deepen relationships with affluent clients, delivering holistic financial planning and a high-touch client experience.

You will work with product specialists to address banking, credit, and investment needs while maintaining rigorous regulatory compliance. The role requires strong analytical skills, exceptional communication, and a proactive, self-starting approach within a team-oriented