Wealth Relationship Manager SAFE Act - Bronxville

Citi; Village of Bronxville (NY); On-site; USD 88,000 - 133,000; Full time

Job summary

An established industry player is seeking a Wealth Relationship Management Sr. Analyst to enhance client relationships and provide tailored financial solutions. This dynamic role requires a seasoned professional with strong analytical and communication skills, capable of navigating complex financial needs. You will engage with clients and collaborate with specialists to ensure comprehensive financial advice, all while adhering to regulatory standards. Join a forward-thinking team that values diversity and offers a range of benefits, including health coverage and wellness programs, in a supportive environment.

Benefits

Health Coverage

401(k)

Insurance

Wellness Programs

Paid Time Off

Qualifications

• 5-8 years of relevant experience in financial services.
• Current registration for FINRA series 6, 63, and 65 required.

Responsibilities

• Identify and deepen client relationships to increase wallet share.
• Collaborate with product specialists for tailored financial advice.

Skills

Analytical Skills

Financial Planning

Communication Skills

Client Relationship Management

Problem-Solving

Education

Bachelor's Degree

Tools

Microsoft Office

NaviPlan

Job description

Overview

Citi Global Wealth unites the full spectrum of Citi's capabilities to serve wealth clients, including ultra-high-net-worth individuals, family offices, affluent segments through Citigold, Citigold Private Client, and workplace wealth management via Citi Global Wealth at Work.

Role Summary

The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional responsible for developing new techniques, improving processes, and integrating industry expertise within the team. The role involves evaluating complex issues, providing analytical insights, and often leading or coaching team members. The individual's performance significantly impacts project outcomes and team success.

Responsibilities

• Identify, build, and deepen client relationships using financial planning and discovery skills to increase wallet share.
• Anticipate and address complex financial needs with tailored solutions involving a range of products and services.
• Collaborate with product specialists to understand client goals and offer comprehensive financial advice.
• Engage regularly with clients through face-to-face meetings, seminars, and other communication channels.
• Leverage referral opportunities to grow the portfolio and acquire new clients.
• Partner with branch team members to ensure excellent client experiences and compliance with all regulations, including KYC/AML norms.
• Assess risks carefully, ensuring adherence to legal, regulatory, and ethical standards.

Qualifications

• 5-8 years of relevant experience with strong analytical, financial, and communication skills.
• Proficiency in Microsoft Office; experience with financial planning software like NaviPlan preferred.
• Basic investment and financial planning knowledge.
• Self-motivated, problem-solving, goal-oriented, and able to work independently.
• Current registration for FINRA series 6, 63, and 65 required; Series 7 and 66 encouraged.
• Insurance group 1 license required; mortgage loan originator registration with NMLS is mandatory.

Education

• Bachelor's degree or equivalent experience.

Additional Details

Location: Bronxville, NY | Salary Range: $88,400 - $132,600 | Full-time position

Benefits include health coverage, 401(k), insurance, wellness programs, paid time off, and more. Citi is an equal opportunity employer committed to diversity and inclusion.