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High Net Worth Relationship Manager

2 weeks ago


Loma Linda, California, United States Citigroup Inc Full time
About Citigroup Inc:
Citigroup Inc is a leading global financial institution that provides a wide range of financial services to individuals, corporations, and governments. Our commitment to excellence drives us to deliver innovative solutions that meet the evolving needs of our customers. As a member of our team, you will be part of a dynamic organization that values diversity, inclusion, and collaboration.

We offer competitive employee benefits, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, ensuring work-life balance and flexibility.

In this role, you will have the opportunity to develop your skills and expertise in financial planning services, working closely with experienced professionals who share your passion for delivering exceptional results. Join us in shaping the future of finance and making a meaningful impact in the lives of our clients.

Key Responsibilities:
  • Develop and maintain deep relationships with high net worth clients.
  • Provide expert advice on financial planning and wealth management strategies.
  • Collaborate with cross-functional teams to deliver comprehensive solutions.
  • Stay up-to-date with market trends and regulatory changes to provide informed guidance to clients.