Wealth Relationship Manager SAFE Act - Plainview
Citi(15 days ago)
About this role
A Senior Analyst in Wealth Relationship Management (Branch) at Citi specializes in building and deepening client relationships in the high net worth segment. The role involves holistic financial planning, client engagement, and collaboration with other professionals to provide tailored financial solutions.
Required Skills
- Financial Planning
- Client Relationship
- Financial Analysis
- Communication
- Regulatory Compliance
- KYC/AML
- Investment Planning
- Sales
- Microsoft Office
- Financial Software
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.
View more jobs at Citi →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Citi
Similar Jobs
Wealth Relationship Manager
AFFIN Group(1 month ago)
Wealth Management Client Relationship Manager
TIAA(8 days ago)
Wealth Relationship Manager
AFFIN Group(5 months ago)
Wealth Relationship Manager
AFFIN Group(2 months ago)
Privilege Banking Relationship Manager
UOB(14 days ago)
Senior / Premier Relationship Manager (Offshore - South Asia - Vietnam)
OCBC Bank(1 month ago)