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
$83.92k - $125.88k
## Wealth Relationship Manager SAFE Act - TEMPLE CITYApplylocations: Temple City California... ...share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling... ...engagement with clients- High touch, face-to-face meetings at...SuggestedFull timeWork at office$130k - $175k
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$140k - $185k
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$83k - $102k
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$115k - $150k
...Summitry is a Bay Area-based wealth management firm with over $4B in assets under... ...We provide personalized financial planning and investment strategies rooted in... ...Advisor (FA) serves as the primary relationship owner for high-net-worth clients, building, updating...Full timeWork at officeLocal areaImmediate startFlexible hours3 days per week
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