Senior Wealth Advisor & Relationship Leader
Job in
Newark, Alameda County, California, 94560, USA
Listed on 2026-06-22
Listing for:
Citibank (Switzerland) AG
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Banking & Finance, Financial Advisor
Job Description & How to Apply Below
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager for its Newark, CA office. The ideal candidate will build strong client relationships, identify financial needs, and provide comprehensive financial solutions to affluent clients.
Responsibilities include managing client portfolios, adhering to compliance regulations, and leveraging financial planning software for superior service. A bachelor’s degree and FINRA registrations are required. Join Citi's dynamic team and enjoy a comprehensive benefits package.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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