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Senior Wealth Relationship Manager for High Net Worth

Citi Group

Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have 5-8 years of relevant experience, possess strong analytical skills, and certifications including FINRA and life insurance license. The position offers competitive benefits including medical coverage, a 401(k) plan, and paid time off. Adherence to compliance regulations and KYC norms is essential. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
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