• Citi Wealth - Wealth Relationship Manager SAFE Act

    Citigroup (Hewlett, NY)
    …+ With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment … more
    Citigroup (10/17/25)
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  • Wealth Relationship Manager

    Citigroup (Sunnyvale, CA)
    …With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment … more
    Citigroup (10/16/25)
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