Wealth Relationship Manager - AVP - BROOKLYN

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

Benefits dieser Stelle

Medical, dental & vision coverage

401(k) retirement plan

Wellness programs

Zusammenfassung

Citi in Brooklyn, NY is seeking a Private Client Financial Planner to identify and deepen relationships with affluent and high-net-worth clients, delivering tailored wealth management solutions.

With product specialists, you will conduct regular high-touch engagements, ensure KYC/AML compliance, and coordinate with Lending and Financial Advisor teams; a Bachelor's degree and FINRA registration are required.

Qualifikationen

• Bachelor's degree or equivalent required.
• 5–8 years of experience in private client or financial planning.
• FINRA registrations required: SIE, Series 6/63/65 or 7/66.
• Mortgage loan originator registration within 150 days of start.

Aufgaben

• Identify and deepen relationships to gain wallet share with affluent and HNW clients.
• Offer holistic financial solutions across products based on profiling.
• Provide regular high-touch engagement with face-to-face meetings at clients' locations.
• Refer opportunities to segment partners when appropriate.
• Ensure KYC/AML and regulatory compliance.

Kenntnisse

Relationship-building

Financial analysis

Communication skills

Attention to detail

Self-starter

Regulatory awareness

Ausbildung

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Excel

Jobbeschreibung

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.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

Bachelor's/University degree or equivalent experience

Job Family Group

Private Client Coverage

Job Family

Financial Planning Services

Time Type

Full time

Primary Location

Brooklyn New York United States

Primary Location Full Time Salary Range

$88,400.00 - $132,600.00

Benefits

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Sep 02, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.Illinois residents – AI Notice and Right

Equal Opportunity

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.View Citi’s EEO Policy Statement and the Know Your Rights poster.