Citi Wealth - Wealth Relationship Manager - Huntington Village
Citi(15 days ago)
About this role
The Sr. Analyst SAFE Act at Wealth Relationship Management in the branch is a professional role focused on developing relationships with high-net-worth clients, offering tailored financial solutions, and ensuring regulatory compliance. The role involves client engagement, financial planning, and collaboration with internal teams to deliver personalized banking and investment services.
Required Skills
- Financial Planning
- Client Relationship
- Regulatory Compliance
- Investment Strategy
- Financial Analysis
- Communication
- Problem Solving
- Microsoft Office
- Financial Software
- Customer Service
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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