Accounting & Finance

Senior Wealth Relationship Manager

Citibank (Switzerland) AG

Santa Clara · California · United States

Citibank (Switzerland) AG in Santa Clara, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and a broad range of banking, credit, and investment solutions. You will meet clients face-to-face, identify opportunities, and coordinate with product specialists to tailor plans.

The role requires 5-8 years of experience, strong analytical and communication skills, and familiarity with planning tools; regulatory and

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Reference: WJ-5408_6607259

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