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

This role involves building and deepening relationships with affluent and high net worth clients to provide holistic financial solutions and increase wallet share. The position requires anticipating complex client needs, offering tailored products and services, and proactively sourcing new business through referrals and events. The individual will manage client follow-ups, ensure strict compliance with regulatory standards, and partner with branch teams to deliver a positive client experience.