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Senior Wealth Relationship Advisor

Citi

Citi in Yorktown Heights is seeking a Wealth Relationship Management Sr. Analyst. This seasoned professional role requires strong analytical and financial skills, as well as the ability to manage relationships with affluent clients.

The analyst will identify client needs, offer personalized financial planning solutions, and ensure compliance with all regulatory requirements. Candidates should have 5-8 years of experience and relevant FINRA registrations.

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Vacancy posted 4 days ago
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