Senior Wealth Relationship Strategist
Listed on 2026-10-08
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York to deepen relationships with affluent and high‑net‑worth clients.
You will use financial planning and profiling to offer holistic solutions, partnering with product specialists to address banking, credit and investment needs. The role emphasizes high‑touch client engagement, proactive referrals, and adherence to strict KYC/AML and SAFE Act requirements.
This posting is for the Senior Wealth Relationship Strategist role at Citi, based in New York, NY, United States.
We are currently recruiting a Senior Wealth Relationship Strategist for our team in New York, NY, United States.
This is an excellent role to take on the Senior Wealth Relationship Strategist role at Citi.
As a Senior Wealth Relationship Strategist, you will play an important part at Citi in New York, NY, United States.
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