• Wealth Relationship Manager SAFE Act

    Citigroup (Fremont, CA)
    …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting… more
    Citigroup (01/14/26)
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