Wealth - LATAM, Full Time Analyst, New York - USA, 2027

About the role

Citi’s two-year Wealth Analyst Program offers graduating students a rotational entry point into Citi Wealth in New York. Analysts receive intensive training, then join a team supporting private banking and wealth management clients across banking, investments, lending, and wealth planning while developing portfolio analysis, client solutions, and business-development skills.

Program Structure

• Two-year rotational analyst program beginning in July with several weeks of in-depth training.
• Placement follows training and considers candidate interests alongside Citi Wealth’s business needs.
• Candidates join teams supporting clients across Citi Wealth’s private banking and wealth management platforms.

Responsibilities

• Deliver wealth management services to clients with guidance from Banker teams.
• Develop experience across banking, investments, lending, and wealth planning products.
• Partner with private bankers, investment professionals, and product specialists to create tailored client solutions.
• Use Citi’s asset allocation model and analytical tools to optimize client portfolios.
• Contribute directly to client analytics, proposals, and new business development opportunities.

Requirements

• Graduate between December 2026 and June 2027.
• Open to candidates from all academic disciplines, including those without business degrees.
• Demonstrate strong interpersonal and relationship-building skills, integrity, and commitment to excellence.
• Show resilience in challenging, changing, high-volume, fast-paced environments and execute efficiently.
• Candidates must pass the SIE, Series 7, and Series 66 examinations.