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Premier Wealth Relationship Manager
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listed on 2026-08-31
Listing for:
Citi
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Citi is seeking a Private Client Coverage professional in Mountain View, CA, to deepen relationships with affluent clients, tailor holistic financial plans, and coordinate with product specialists. The role emphasizes high-touch engagement, proactive referrals, and strict regulatory adherence.
You will work with a team to deliver comprehensive banking, credit, and investment solutions, with in-branch collaboration and client events to strengthen relationships.
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