Senior Wealth Relationship & Planning Advisor
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Citigroup Inc. in New York seeks a Sr. Analyst in Wealth Relationship Management to advance financial planning and client engagement for affluent and High Net Worth clients.
This role focuses on deepening relationships and delivering holistic solutions in a regulated, high-touch environment. You will coordinate with product specialists to meet banking, credit, and investment needs while ensuring KYC/AML compliance and adherence to Citi policies.
The Senior Wealth Relationship & Planning Advisor position in the Finance, Sales field is open for applications.
All applications are reviewed carefully by our team.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 88..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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