Senior Wealth Relationship Manager for HNWI
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Palo Alto seeks a Sr. Analyst in Wealth Relationship Management to deepen client relationships and coordinate with branch teams. The role requires strong analytical skills, extensive FINRA registrations, and the ability to provide holistic financial planning solutions. You will conduct face-to-face client meetings, identify needs, and collaborate with product specialists to offer banking, credit and investment solutions. #J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 3 days ago
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