Senior HNW Wealth Advisor & Relationship Lead
Citi
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Job summary
Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act position in Paramus, NJ requires seasoned expertise in financial planning, regulatory compliance, and client engagement within a high-touch advisory setting.
The role involves identifying affluent clients, delivering holistic financial solutions, coordinating with product specialists, and maintaining strict KYC/AML standards while expanding wallet share for Citi’s advisory franchise.
Job description
Citi’s Wealth Relationship Management (Branch) Sr. Analyst SAFE Act position in Paramus, NJ requires seasoned expertise in financial planning, regulatory compliance, and client engagement within a high-touch advisory setting.
The role involves identifying affluent clients, delivering holistic financial solutions, coordinating with product specialists, and maintaining strict KYC/AML standards while expanding wallet share for Citi’s advisory franchise.
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