Wealth Relationship Manager - HNWI Growth

Citigroup Inc.

New York (NY)

On-site

USD 88,000 - 133,000

Full time

3 days ago

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Job summary

Citigroup Inc. in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management.

The role blends relationship management with sophisticated financial planning, requiring FINRA registrations and mortgage origination compliance. You will advise affluent clients, coordinate with product specialists, and lead client events to deepen wallet share. The position emphasizes regulatory compliance, accurate profiling, and proactive service in a team-driven branch setting, with full-time hours

Qualifications

5–8 years of experience.
Strong analytical and financial skills.
Strong verbal and written communication.
Organized with strong attention to detail.
Self-starter, problem solver and team player.
Must meet US FINRA Registration requirements within 150 days.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share with affluent and HNW clients.
Anticipate complex financial needs and offer holistic solutions.
Work with product specialists to address banking, credit and investment goals.
Provide regular high-touch engagement with clients including meetings at preferred locations.
Master referrals to grow portfolio and expand high-value relationships.
Refer opportunities to segment partners (Lending, Financial Advisor, etc.).
Organize client events to enhance bonding and retention.
Ensure KYC/AML and compliance procedures are followed.