Description
Citi is hiring a full-time Wealth Relationship Management (Branch) Senior Analyst in the Private Client Coverage and Financial Planning Services family. The role focuses on building and expanding relationships with affluent and high-net-worth clients, providing holistic financial solutions, managing referrals and client follow-up, and maintaining KYC/AML and regulatory compliance. It requires 5–8 years of experience, strong analytical and communication skills, relevant financial planning software knowledge, a bachelor's degree or equivalent experience, and required FINRA and insurance registrations. The position is based in Hewlett, New York, with a salary range of $88,400 to $132,600 and medical, dental, and vision benefits.
