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Wealth Relationship Strategist

Citibank (Switzerland) AG

Citi is seeking a seasoned Wealth Relationship Manager SAFE Act in Rockville, MD. The role focuses on building deep relationships with affluent clients, delivering holistic financial planning, and driving wallet share through proactive engagement and referrals. Leverage product specialists to tailor solutions across banking, credit, and investments, while ensuring compliance with KYC/AML and regulatory requirements. #J-18808-Ljbffr Citibank (Switzerland) AG

Vacancy posted more than 2 months ago

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