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Wealth Relationship Manager: High-Touch Planning

Citibank (Switzerland) AG

Citibank (Switzerland) AG is looking for a Wealth Relationship Manager based in Temple City, California. This role involves building relationships with affluent clients, offering tailored financial solutions, and maintaining compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience and strong analytical skills. As a Wealth Relationship Manager, you will engage with clients through in-person meetings and provide a variety of financial products while ensuring adherence to compliance norms. #J-18808-Ljbffr Citibank (Switzerland) AG

Vacancy posted 3 days ago
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