Citi Wealth - Wealth Relationship Manager SAFE Act - Manhattan
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 that requires in-depth knowledge and skills to manage relationships, provide financial planning, and offer holistic financial solutions to clients.
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
- Basic understanding of investment and financial planning strategies
Benefits
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages
- Paid holidays