IT & Software

Senior Wealth Relationship Architect

Doug Markworth Sr Insurance Agency

New York · New York · United States

Citi Wealth in Howard Beach, NY is seeking a Wealth Relationship Manager to deepen client relationships and provide holistic financial solutions. You will meet clients face-to-face, understand their banking and investment needs, and coordinate with specialists to grow wallet share.

The role requires strong analytical skills, FINRA licensing readiness, and a proactive, client-first mindset within a regulated environment.

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Reference: WJ-5408_11435594

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