Senior Wealth Advisor & Relationship Leader
Citibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager for its Newark, CA office. The ideal candidate will build strong client relationships, identify financial needs, and provide comprehensive financial solutions to affluent clients. Responsibilities include managing client portfolios, adhering to compliance regulations, and leveraging financial planning software for superior service. A bachelor’s degree and FINRA registrations are required. Join Citi's dynamic team and enjoy a comprehensive benefits package. #J-18808-Ljbffr Citibank (Switzerland) AG
Vacancy posted 2 days ago
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