About this opportunity
Citibank (Switzerland) AG lists this Senior Wealth Planning & Relationship Manager opportunity in san jose, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills, and the necessary US FINRA registration. The candidate will provide holistic financial solutions by understanding clients' banking and investment needs, organizing client events, and ensuring compliance with regulatory norms. The position offers a competitive salary, professional growth opportunities, and comprehensive benefits.
#J-18808-Ljbffr
Worksite address
san jose, CA, 95199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.