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HNW Wealth Relationship Advisor

Citi Group

Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise. You will collaborate with product specialists to deliver holistic financial solutions and drive wallet share growth. Responsibilities include high-touch client engagement, referrals, event organization, and strict adherence to KYC/AML and regulatory standards to protect Citi #J-18808-Ljbffr Citi

Vacancy posted 5 days ago
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