Private Wealth Relationship Manager
Citigroup Inc
Citigroup Inc. in Santa Clara, CA is seeking a seasoned Wealth Relationship Manager to deepen client relationships and deliver holistic financial planning for affluent clients.
You will identify complex needs, coordinate with product specialists and ensure compliant, high‑touch service. Strong communication and FINRA registration is required; MS Office and planning software experience preferred.
#J-18808-LjbffrVacancy posted 3 days ago
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