Wealth Relationship Manager
Citi(21 days ago)
About this role
The Senior Analyst SAFE Act role at Wealth Relationship Management (Branch) involves building client relationships, providing holistic financial solutions, and ensuring compliance with regulations. It requires a seasoned professional with expertise in financial planning, client engagement, and regulatory adherence, serving high net worth clients in a branch setting.
Required Skills
- Financial Planning
- Client Relationship
- Regulatory Compliance
- Financial Analysis
- Money Guide Pro
- Banking
- Investment Strategies
- Customer Service
- Wealth Management
- Microsoft Office
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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