Wealth Relationship Manager AVP Private Client

Citigroup Inc.; River Forest (IL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Life, accident & disability insurance

Wellness programs

Paid time off (vacation, sick leave, &

Job summary

Citigroup Inc. in River Forest, IL seeks a Senior Analyst for Wealth Relationship Management under the SAFE Act.

This seasoned professional role requires deep disciplinary knowledge and the ability to mentor teammates while coordinating with product specialists to deliver holistic financial solutions. The role focuses on identifying affluent and High Net Worth clients, conducting in-depth discovery, managing KYC/AML, and ensuring regulatory compliance while expanding wallet share and organizing

Qualifications

• 5-8 years of experience in wealth management or advisory roles.
• Strong analytical and financial skills.
• Excellent verbal and written communication abilities.
• Organized with strong attention to detail.
• Proficient in Microsoft Office and financial planning software (Money Guide Pro or NaviPlan).
• Self-starter, problem-solver and team player capable of working with minimal direction.
• Current US FINRA registrations: SIE and multiple Series or equivalent; must meet requirements within 150 days.
• Mortgage loan originator registration required by SAFE Act; renew annually.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products and services.
• With product specialists, recognize and address banking, credit and investment needs.
• Provide regular value-added engagement with clients through high-touch meetings at preferred locations.
• Master referral opportunities to grow the portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners (Lending Consultants, Financial Advisors, etc.).
• Organize client events to enhance client bonding.

Skills

Strong analytical skills

Strong verbal and written коммуника

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word)

Job description

Citigroup Inc. in River Forest, IL seeks a Senior Analyst for Wealth Relationship Management under the SAFE Act.

This seasoned professional role requires deep disciplinary knowledge and the ability to mentor teammates while coordinating with product specialists to deliver holistic financial solutions. The role focuses on identifying affluent and High Net Worth clients, conducting in-depth discovery, managing KYC/AML, and ensuring regulatory compliance while expanding wallet share and organizing