Accounting & Finance

Senior Wealth Relationship Manager

Citibank (Switzerland) AG

Northern · Kentucky · United States

Citigroup seeks a Wealth Relationship Manager in the San Jose area to deepen relationships with affluent clients through holistic financial planning and proactive engagement. You will identify client needs, offer solutions across banking, credit and investments, and coordinate with product specialists to deliver tailored advice.

The role requires strong analytical and communication skills, FINRA registrations, and a proactive, self-starting approach.

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Reference: WJ-5408_6605315

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