Citigroup in Sherman Oaks, CA seeks a Sr. Analyst in Wealth Relationship Management. The role focuses on deepening relationships with affluent and HNW clients, delivering tailored financial planning and an integrated suite of banking, credit and investment solutions.
As a seasoned professional, you will lead client engagements, coordinate with product specialists, and ensure regulatory and compliance adherence while growing the branch’s wallet share and delivering high-touch service.
#J-18808-LjbffrSenior Wealth Relationship Advisor in los angeles at Unknown Company
This position is listed as full time and onsite.