Senior Wealth Relationship Advisor HNWI
Listed on 2026-10-12
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Banking & Finance, Financial Sales
Citigroup Inc. in Santa Clara, California seeks a Sr. Analyst SAFE Act in Wealth Relationship Management (Branch). The role blends deep financial knowledge with relationship management, risk awareness and cross-functional collaboration to serve affluent clients.
You will conduct high-touch meetings, assess client needs, and coordinate with product specialists to deliver holistic solutions while ensuring KYC/AML and mortgage-licensing requirements are met.
This role, Senior Wealth Relationship Advisor for HNWI at Citigroup Inc., could be your next career step.
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This posting is for the Senior Wealth Relationship Advisor for HNWI role at Citigroup Inc., based in Santa Clara, CA, United States.
We are looking to fill the Senior Wealth Relationship Advisor for HNWI position at Citigroup Inc. in Santa Clara, CA, United States.
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