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Wealth Management

Wealth Relationship Manager SAFE Act - Los Gatos

Job in Los Gatos, Santa Clara County, California, 95030, USA
Listing for: Citigroup Inc.
Full Time position
Listed on 2026-08-09
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer  Relationship Manager, Relationship, Manager, Wealth, Financial Planning, Business Partner, Banking, Business Services
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