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Wealth Relationship Manager SAFE Act at Citi - ApplyBlast

Wealth Relationship Manager SAFE Act

Citi

8 months ago

3.6 on Glassdoor

California

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Relationship Management (Branch) Senior Analyst (SAFE Act) is a seasoned banking professional within Private Client Coverage who integrates subject-matter and industry expertise to support Financial Planning Services. The role influences branch performance and process improvements, provides subject-matter advice across the function, and regularly assumes informal/formal leadership and coaching responsibilities. It requires strong analytical judgment to evaluate moderately complex issues and drive outcomes aligned with business objectives.

Skills

Qualifications

Bachelor's DegreeSIESeries 6Series 63Series 65

About Citi

citi.com

Company Size

1-10 employees

Founded

2025

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Citibank 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.