Senior Wealth Relationship Manager for HNW Clients
Citi
Citi is seeking a Wealth Relationship Manager in Temple City, CA. You will identify and deepen relationships with affluent and high-net-worth clients, offering comprehensive financial planning and investment services. Regular in-person engagements, referrals, and collaboration with product specialists are key components of the role. Expect to manage complex client needs, maintain KYC/AML compliance, and operate under SAFE Act mortgage-originator requirements. #J-18808-Ljbffr Citi
Vacancy posted 1 day ago
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