Elite Wealth Relationship Advisor
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Citi is seeking a Sr. Analyst in Wealth Relationship Management in San Jose, CA.
The role focuses on identifying and deepening relationships with affluent and high-net-worth clients, delivering holistic financial planning and a wide range of banking and investment solutions. Responsibilities include proactive client engagement, collaboration with product specialists, and adherence to regulatory and compliance requirements.
The Elite Wealth Relationship Advisor role at Citi is now open for applications in San Jose, CA, United States.
This posting is for the Elite Wealth Relationship Advisor role at Citi, based in San Jose, CA, United States.
We are looking to fill the Elite Wealth Relationship Advisor position at Citi in San Jose, CA, United States.
Join us at Citi as our next Elite Wealth Relationship Advisor in San Jose, CA, United States.
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