Senior Wealth Relationship Strategist
Citi
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning. You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5–8 years of experience, FINRA registrations, and the ability to lead teams and coach new recruits while #J-18808-Ljbffr Citi
Vacancy posted 4 days ago
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