About this opportunity
Citi lists this Senior Wealth Relationship Manager opportunity in los gatos, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Los Gatos, CA, is a senior professional role focused on deepening client relationships among the affluent and HNW segments.
You will identify needs, offer holistic financial solutions, and coordinate with product specialists for tailored advice. Responsibilities include high-touch client engagement, proactive discovery, and ensuring regulatory compliance such as KYC/AML and proper licensing.
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Worksite address
los gatos, CA, 95032, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.