Senior Wealth Planner & Relationship Manager
Citi Group
Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst to develop client relationships, anticipating complex financial needs and providing comprehensive solutions. This role involves working closely with affluent clients to market financial services and ensure compliance with regulatory requirements. Ideal candidates should possess strong analytical and communication skills, have 5-8 years of experience, and be knowledgeable in financial planning. The position is located in Milpitas, California and offers a competitive salary and benefits package. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 3 days ago
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