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Senior Wealth Relationship Advisor

Citigroup Inc., New York, NY, United States


Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates must possess strong analytical skills, excellent communication abilities, and knowledge of Microsoft Office and financial planning tools. Additionally, holding FINRA registrations and a life insurance license is necessary. The position emphasizes compliance and risk assessment.
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