Description
Citi is hiring a full-time Wealth Relationship Management (Branch) Senior Analyst in West Palm Beach, Florida, to build and deepen relationships with affluent and high-net-worth clients, develop holistic financial solutions, acquire and retain clients, manage referrals and follow-up, and maintain regulatory and compliance standards. The role requires 5–8 years of experience, strong analytical and communication skills, relevant financial planning software knowledge, current US FINRA registrations, a life insurance license, and a bachelor's degree or equivalent experience. The salary range is $72,880 to $109,320, with medical, dental, and vision coverage among the benefits.
