Senior Wealth Relationship & Financial Planning Advisor
Citi
A leading financial institution is seeking a Wealth Relationship Mgmt. Sr. Analyst to develop and manage relationships with affluent clientele in New Canaan, Connecticut. The ideal candidate will possess strong analytical and communication skills, ensuring compliance while providing holistic financial solutions. Key responsibilities include identifying financial needs, engaging with clients, and collaborating with branch teams to enhance client experience. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
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