Wealth - Full Time Analyst, Dallas - USA, 2027

About the role

Citi’s two-year Wealth Analyst Program in Dallas begins with intensive training and rotations across banking, investments, lending, wealth planning, operations, and investment office functions. Analysts support tailored client solutions, analytics, and proposals while building professional networks. Applicants should graduate December 2026–June 2027 and require no future U.S. work authorization sponsorship.

Responsibilities

• Gain exposure to banking, investments, lending, wealth planning, Chief Operating Office, and Chief Investment Office functions.
• Partner with private bankers, investment professionals, and product specialists to deliver tailored client solutions.
• Contribute directly to analytics and proposals designed to enhance the client experience.
• Explore Citi Wealth business areas while building a professional network and supporting business priorities.

Program structure

• Complete an in-depth training program at the beginning of the two-year rotational analyst program.
• Receive team placement based on individual interests and Citi Wealth business needs.
• Work within Citi Wealth, serving clients across private banking, affluent, high-net-worth, and workplace wealth segments.

Candidate profile

• Demonstrate strong interpersonal and relationship-building skills, integrity, and commitment to excellence.
• Show a strong desire to learn and resilience in challenging, changing, high-volume environments.
• Execute quickly and efficiently while maintaining strong business ethics.
• Support influential individuals and families navigating complex wealth needs, global opportunities, and risk management.