Senior Wealth Relationship Strategist
Citi
Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with product partner support. Regular in-branch meetings, proactive client engagement, and strict adherence to KYC/AML and Citi policies are essential. A bachelor’s degree and relevant FINRA registrations are required. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
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