About this opportunity
Citi lists this Private Wealth Relationship Advisor opportunity in arcadia, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi is seeking a Wealth Relationship Manager SAFE Act in Los Angeles, CA to identify and deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and solutions. You will conduct high-touch, in-branch engagements, leveraging product specialists to meet complex needs.
You will manage referrals, coordinate with partners, and ensure regulatory compliance, including KYC/AML and mortgage origination registration requirements.
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Worksite address
arcadia, CA, 91006, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.