About this opportunity
Citigroup Inc. 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
Citigroup Inc. in Los Gatos, CA seeks a Sr. Analyst in Wealth Relationship Management to advance client engagement with affluent and high‑net worth individuals, leveraging financial planning tools and deep relationship-building.
The role emphasizes regulatory compliance (SAFE Act, KYC/AML), FINRA registrations, mortgage licensing, and collaboration with branch teams to deliver holistic solutions and growth.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.