Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act

This role involves building and deepening relationships with affluent and high net worth clients to increase wallet share through financial planning and discovery. The position requires anticipating complex client needs to offer holistic financial solutions and proactively sourcing new high-value customer relationships. It also includes managing client follow-ups, ensuring strict compliance with regulatory and KYC/AML norms, and partnering with branch teams to enhance the client experience.