Senior Wealth Relationship Lead - HNW Advisory
$88.4k - $132.6kCiti
Citi in Los Gatos, California, seeks a Sr. Analyst for Wealth Relationship Management. This senior role requires in-depth knowledge, leadership in teams, and collaboration across branch and product partners to deliver holistic financial planning and recommended solutions. You will identify and deepen client relationships, anticipate complex needs, conduct face-to-face engagements, and ensure compliance with KYC/AML and SAFE Act requirements. Salary: $88,400–$132,600 per year. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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