Senior Wealth Relationship Strategist
Citi Group
Citi is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in San Francisco. The role involves deepening relationships with affluent clients, offering holistic financial planning solutions, and coordinating with product specialists to meet banking, credit, and investment needs. Responsibilities include high-touch client engagement, referrals, and compliant, proactive risk management, with required FINRA registrations and mortgage origination obligations. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
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