Senior Wealth Relationship Manager – Private Banking
Listed on 2026-10-08
-
Finance & Banking
Banking & Finance, Wealth Management
Citi Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act in Milpitas, CA, seeks a seasoned professional to deepen relationships with affluent clients and provide holistic financial planning.
You will coordinate with product specialists to tailor banking, credit, and investment solutions while maintaining strong regulatory compliance and KYC/AML standards. Role requires 5–8 years of experience, strong analytical and communication skills, and a proactive, self-driven approach within a team.
Are you ready to take on the Senior Wealth Relationship Manager – Private Banking role at Citi?
The position is based in Milpitas, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 88..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).