Senior Wealth Advisor
Citigroup Inc
Citigroup Inc. is seeking a Sr. Analyst in Wealth Relationship Management to deepen relationships with affluent clients, offering comprehensive financial planning and personalized solutions. The role emphasizes discovery, profiling, and high-touch client engagement to drive wallet share. Responsibilities include coordinating with product specialists, managing compliance with KYC/AML and regulatory standards, and cultivating a broad network of referrals to grow the portfolio while maintaining #J-18808-Ljbffr
Vacancy posted 3 days ago
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San Francisco, CA2 days ago
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