Wealth Relationship Management Senior Analyst

6 days ago


New York, New York, United States Citigroup Inc Full time
Job Title: Wealth Relationship Management Senior Analyst

Citi is seeking a highly skilled Wealth Relationship Management Senior Analyst to join our team. As a key member of our Wealth Management team, you will be responsible for managing complex client relationships and providing exceptional service to our high net worth clients.

Key Responsibilities:
  • Manage a portfolio of high net worth clients, providing personalized service and advice to meet their financial needs.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Collaborate with cross-functional teams to provide comprehensive financial solutions to clients.
  • Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
  • Meet or exceed sales targets and revenue goals.
Requirements:
  • 5-8 years of experience in wealth management or a related field.
  • Strong analytical and financial skills, with the ability to analyze complex financial data and make informed recommendations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong problem-solving skills, with the ability to think critically and creatively.
  • Ability to work in a fast-paced environment and meet deadlines.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • A 401(k) plan with company match.
  • Opportunities for professional growth and development.


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