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Senior Wealth Relationship Strategist
Job in
Simi Valley, Ventura County, California, 93097, USA
Listed on 2026-07-14
Listing for:
Citi
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act at Citi is a seasoned professional role focusing on affluent client engagement, KYC/AML compliance, and holistic financial planning.
You will leverage deep product knowledge and a client-centric approach to deepen relationships and advise on banking, credit and investments. Based in Simi Valley, California, the role requires 5–8 years of experience, FINRA registrations, and the ability to lead teams and coach new recruits while
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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