Elite Wealth Relationship Advisor
Citi Group
The Citi Wealth Relationship Manager - Palo Alto seeks a senior professional to grow affluent client relationships with holistic financial planning and advisory support. You will meet clients in-branch or at preferred locations and coordinate with specialists to tailor investment and banking solutions. Responsibilities include proactive client engagement, portfolio growth, and diligent KYC/AML compliance. Requires FINRA registrations and a Bachelor's degree, with on-site duties in Palo Alto, CA. #J-18808-Ljbffr Citi
Vacancy posted 4 days ago
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