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Senior Relationship Manager

Citi

Citi in River Forest, Illinois is seeking a Sr. Analyst in Wealth Relationship Management. The role involves identifying and deepening relationships with affluent and High Net Worth clients, using discovery and profiling to tailor financial planning and solutions. You will meet clients face-to-face, coordinate with product specialists, and drive holistic financial strategies while adhering to regulatory requirements. Strong FINRA readiness and mortgage origination awareness are required. #J-18808-Ljbffr

Vacancy posted 1 day ago
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