Senior Wealth Relationship Advisor
Citigroup Inc
Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent and high-net-worth segments, offering holistic financial solutions and high-touch, in-person engagement.
Responsibilities include identifying client needs, coordinating with product specialists, and ensuring strict adherence to KYC/AML, FINRA, and SAFE Act requirements, while coordinating with branch teams for strong client experiences.
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