Citi

Wealth Relationship Manager - South Florida

Citi

3 months ago
Florida
Onsite
Full Time
Senior
0 applicants
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Citi
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About this role

The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional within the Private Client Coverage function who applies in-depth disciplinary and industry knowledge to improve processes and workflows. The role integrates subject matter expertise across the Financial Planning Services area, influences decisions through counsel, and regularly assumes informal leadership and coaching responsibilities. It supports business objectives across teams and geographies and requires strong analytical and communication capabilities.

Skills

Qualifications

Bachelor's DegreeSIESeries 6Series 63Series 65
Citi

About Citi

citi.com

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.

About Citi

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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