Private Wealth Relationship Manager

Citi; Burbank (CA); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

401(k)

Paid time off

Job summary

Citi in Burbank, California seeks a motivated financial professional to deepen client relationships and deliver tailored financial solutions for affluent and high-net-worth clients. The role requires strong analytical and communication skills, plus a Bachelor's degree. FINRA registrations and strict compliance are expected.

Benefits include medical coverage, 401(k), and paid time off. Join Citi’s Wealth Management team to provide sophisticated planning and investment strategies, supporting

Qualifications

• Bachelor's degree required.
• Strong analytical and communication skills.
• FINRA registrations and compliance standards required.

Skills

Analytical

Communication

Education

Bachelor's degree

FINRA registrations

Job description

Citi is seeking a motivated financial professional in Burbank, California, to deepen client relationships and deliver tailored financial solutions for affluent and high-net-worth clients.

The qualified candidate will possess strong analytical and communication skills, along with a Bachelor's degree. This role also requires various FINRA registrations and a commitment to compliance standards.

Benefits include medical coverage, 401(k), and paid time off.