Wealth Relationship Manager – AVP, Private Clients

Citigroup Inc.; Paramus (NJ); On-site; USD 88,000 - 133,000; Full time

Job summary

Citigroup Inc. seeks a seasoned Sr. Analyst in Wealth Relationship Management (Branch) in Paramus, NJ.

This role requires deep disciplinary knowledge, leadership within teams, and coaching of new recruits, with a focus on identifying and deepening relationships with affluent clients and High Net Worth individuals. The position involves coordinating with product specialists to meet complex financial needs, providing holistic planning solutions, and maintaining strict KYC/AML compliance.

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.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.

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.

Skills

Analytical skills

Financial analysis

Communication skills

Attention to detail

Self-starter

FINRA registrations

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel, Outlook, Word)

Job description

Citigroup Inc. seeks a seasoned Sr. Analyst in Wealth Relationship Management (Branch) in Paramus, NJ.

This role requires deep disciplinary knowledge, leadership within teams, and coaching of new recruits, with a focus on identifying and deepening relationships with affluent clients and High Net Worth individuals. The position involves coordinating with product specialists to meet complex financial needs, providing holistic planning solutions, and maintaining strict KYC/AML compliance.