Senior Wealth Relationship Manager for HNW Clients
Citi Group
Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and compliant risk management. Responsibilities include identifying opportunities to grow wallet share, conducting client profiling, and coordinating with Lending, Financial Advisors and partners to deliver holistic solutions. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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