Senior Wealth Relationship Advisor for HNW Clients
Citi Group
Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively. This role entails building trust through regular communication and ensuring compliance with all regulatory procedures while maximizing sales opportunities. A Bachelor's degree is required, alongside the necessary US FINRA registrations. #J-18808-Ljbffr Citigroup Inc.
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...SeniorHigh net worth
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