Private Wealth Relationship Advisor
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Citigroup Inc. in San Jose, California seeks a Wealth Relationship Management Sr. Analyst SAFE Act.
It is a seasoned professional role applying in-depth disciplinary knowledge to improve processes and workflows, coordinating with teams to achieve branch and function objectives. The position focuses on building relationships with affluent and high-net-worth clients, assessing needs, and delivering holistic financial solutions while ensuring compliance with FINRA rules and SAFEs Act requirements.
Consider building your career as a Private Wealth Relationship Advisor at Citigroup Inc.
This is a strong opportunity to take on the Private Wealth Relationship Advisor role at Citigroup Inc.
As a Private Wealth Relationship Advisor, you will play an important part at Citigroup Inc. in San Jose, CA, United States.
We invite applications for the Private Wealth Relationship Advisor position located in San Jose, CA, United States.
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