Citigroup in Los Angeles, CA seeks a Sr. Analyst to support Wealth Relationship Management under the SAFE Act. You will identify and deepen relationships with affluent clients, propose holistic financial solutions, and coordinate with product specialists to meet banking, credit and investment needs.
Expect high-touch client engagement and adherence to strong regulatory standards. Required 5-8 years of experience, FINRA registrations, and mortgage origination qualifications within 150 days.
#J-18808-LjbffrSenior Wealth Relationship Advisor in los angeles at Unknown Company
This position is listed as full time and onsite.