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Wealth Relationship Advisor - Private Banking
Job in
Fremont, Alameda County, California, 94537, USA
Listed on 2026-01-16
Listing for:
Citi
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Consultant
Job Description & How to Apply Below
A major financial institution in Fremont, California is looking for a Wealth Relationship Manager SAFE Act. The role emphasizes building and deepening relationships with clients to enhance financial planning and investment strategies. Candidates should possess 5-8 years of relevant experience, demonstrate excellent communication and analytical skills, and adhere to strict compliance regulations. This position offers a competitive salary, benefits, and the opportunity to impact clients positively.
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