Elite HNWI Wealth Relationship Manager
Citi
Citi in Whittier, CA seeks a senior Financial Planning Services professional to deepen relationships with High Net Worth clients and provide holistic financial solutions. This role emphasizes proactive discovery, profiling, and comprehensive planning across banking, investments, and credit. Ideal candidates have 5–8 years of experience, strong analytical and communication skills, and FINRA registration readiness. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
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