Wealth Relationship Manager - HNW Advisory & Planning

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off packages

Job summary

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Elwood, NY. This role focuses on building strong relationships with affluent clients while offering holistic financial solutions tailored to their complex needs.

The ideal candidate will have 5-8 years of experience, required FINRA registrations, and excellent analytical skills. Competitive salary range from $88,400 to $132,600, plus comprehensive benefits including health insurance and a 401(k) plan.

Qualifications

• 5-8 years of experience in a relevant financial role.
• Required US FINRA Registration and Insurance Group 1 registration.
• Strong knowledge of investment and financial planning strategies preferred.

Responsibilities

• Build and deepen relationships with affluent clients.
• Offer solutions based on comprehensive financial profiling.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Financial skills

Communication skills

Attention to details

Problem solving

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software (Money Guide Pro, NaviPlan Select)

Job description

Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Elwood, NY. This role focuses on building strong relationships with affluent clients while offering holistic financial solutions tailored to their complex needs.

The ideal candidate will have 5-8 years of experience, required FINRA registrations, and excellent analytical skills. Competitive salary range from $88,400 to $132,600, plus comprehensive benefits including health insurance and a 401(k) plan.