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Senior Wealth Relationship Strategist HNW Clients
Job in
New York City, Richmond County, New York, 10261, USA
Listed on 2025-12-02
Listing for:
Citi
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services company is seeking a Wealth Relationship Management Sr. Analyst in New York. The role involves deepening client relationships, offering tailored financial solutions, and ensuring compliance with regulations. Experience in financial planning and a current US FINRA Registration is essential. This position requires excellent analytical and communication skills, along with the ability to work independently and as part of a team.
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Position Requirements
10+ Years
work experience
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