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Senior Wealth Advisor & ‑Net‑Worth Growth Lead

Job in Sunnyvale, Santa Clara County, California, 94087, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-01-26
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor, Banking & Finance
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor & High‑Net‑Worth Growth Lead
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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