Financial Solutions Expert

6 days ago


San Francisco, California, United States Citi Full time
Job Description

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role requiring expertise in building and deepening relationships to gain incremental wallet share of the affluent and High Net Worth segment. Responsibilities include identifying client needs, offering solutions through a wide range of products and services, and providing regular value-added engagement with clients. This role also involves proactively sourcing, acquiring, and expanding high-value customer relationships.



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