Senior Wealth Advisor & ‑Net‑Worth Growth Lead
Job in
Sunnyvale, Santa Clara County, California, 94087, USA
Listed on 2026-01-26
Listing for:
Citigroup Inc.
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A leading financial institution is hiring a Wealth Relationship Management Sr. Analyst in Sunnyvale, California. This seasoned professional will deepen relationships with affluent clients, anticipate their financial needs, and collaborate with product specialists to provide holistic solutions. With a focus on compliance and risk assessment, this role demands strong analytical skills, extensive communication abilities, and a Bachelor's degree or equivalent experience.
Join a dynamic team to influence key financial decisions and enhance client satisfaction.
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Position Requirements
10+ Years
work experience
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