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Financial Consultant Banking & Finance

Senior Wealth Relationship Architect

Job in Mountain View, Santa Clara County, California, 94039, USA
Listing for: Citi
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is seeking a seasoned Wealth Relationship Manager to strengthen client relationships and deliver tailored financial solutions. This role demands substantial analytical skills and understanding of financial products, alongside compliance with regulatory frameworks. The ideal candidate will possess a solid background in financial services, strong communication abilities, and relevant certifications. You will engage with clients through personalized interactions and drive growth in their financial portfolios.
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Position Requirements
10+ Years work experience
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