Senior Wealth Relationship Manager
citiNew York, NY
Senior Wealth Relationship Manager
citiNew York, NY
3 days ago
Occupations
Financial Risk SpecialistsSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsIndustries
Commercial BankingPortfolio Management and Investment AdviceSavings Institutions and Other Depository Credit IntermediationAbout the role
Citi is seeking a Sr. Analyst in Wealth Relationship Management (Branch) in New York, NY. The role emphasizes deep client relationships and sophisticated financial planning, with a focus on the SAFE Act mortgage origination requirements. Qualified candidates have 5-8 years of experience, FINRA registrations, and strong analytical and communication skills. The role is full-time, based in New York, with a competitive salary range and comprehensive Citi benefits.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Financial Risk Specialists
Industry
Commercial Banking
Posted
3 days ago
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