Strategic Wealth Advisor for High-Net-Worth
Citi
Citi in Los Gatos, California seeks a Sr. Analyst for Wealth Relationship Management to deepen client relationships and deliver holistic financial solutions. You will lead with in‑depth profiling, coordinate with product specialists, and ensure compliance with KYC/AML and SAFE Act requirements. Ideal candidates have 5–8 years of experience, strong analytical and communication skills, and proficiency with Microsoft Excel and planning tools such as Money Guide Pro or NaviPlan. #J-18808-Ljbffr Citi
Vacancy posted 4 days ago
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