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Banking & Finance Financial Services

Senior Wealth Relationship Advisor

Job in Simi Valley, Ventura County, California, 93097, USA
Listing for: Citigroup
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading global financial services firm is seeking a Sr. Analyst for Wealth Relationship Management in California. The role involves building relationships with affluent clients, analyzing their financial needs, and offering tailored solutions. Ideal candidates have 5-8 years of experience, strong analytical and communication skills, and a Bachelor's degree. The salary range is competitive, and benefits include medical coverage, 401(k), and more.

Join a dynamic team that values client engagement and compliance.
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Position Requirements
10+ Years work experience
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