Wealth Relationship Manager - Forest Hills, NY

Citibank (Switzerland) AG; New York (NY); On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive engagement within a private client framework.

You will collaborate with product specialists, leverage planning tools like NaviPlan, and uphold KYC/AML standards while advancing growth in a regulated environment.

Qualifications

• 5-8 years of experience in wealth management or private client advisory.
• Strong analytical and financial skills.
• Excellent verbal and written communication.
• Organized with strong attention to detail.
• Proficiency with Microsoft Office; NaviPlan Select experience preferred.
• Basic investment/financial planning knowledge.
• Self-starter, problem solver and team-oriented.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent and high-net-worth clients.
• Anticipate complex financial needs and offer holistic solutions with products and tools.
• Coordinate with product specialists and ensure compliant client engagement.
• Provide high-touch engagement with clients through regular meetings and seminars.
• Source referrals, expand high-value relationships, and mentor new recruits.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Self-starter

Problem solving

Team player

FINRA registrations

Education

Bachelor's degree

Tools

Microsoft Office

NaviPlan Select

Job description

## Wealth Relationship Manager - Forest Hills, NYApplylocations: Rego Park New York United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26972943The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.**Responsibilities:*** Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of 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 in order 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 to* 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 particular 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 detail* Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using 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.* Life insurance license required. + Must meet life insurance license requirement within 150 days of starting in the role. + FINRA Registration requirements if not already held.* 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:**Rego Park New York United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$88,400.00 - $132,600.00In 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:**------------------------------------------------------*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.*