Elite Wealth Relationship Architect
Citi Group
Citi in Brooklyn, NY is seeking a Private Client Financial Planner to identify and deepen relationships with affluent and high-net-worth clients, delivering tailored wealth management solutions.
With product specialists, you will conduct regular high-touch engagements, ensure KYC/AML compliance, and coordinate with Lending and Financial Advisor teams; a Bachelor's degree and FINRA registration are required.
#J-18808-LjbffrVacancy posted 1 day ago
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