- Citigroup (New York, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer,… more