Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn
CitiNew York, New York, United States
Posted April 9, 2026
88400 - 132600 USD
Full Time
About the Company
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have over 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities. For information on Citi’s commitment to privacy, visit on.citi/privacy.
Job Description
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role responsible for building and deepening relationships with affluent and High Net Worth clients, offering financial planning and solutions, and managing client follow-up while adhering to regulatory and compliance procedures.
Requirements
- 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
Benefits
- Competitive employee benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages
- Planned time off (vacation)
- Unplanned time off (sick leave)
- Paid holidays