Analysis Skills, Banking Services, Communication Skills, Customer Relationship Management (CRM), Financial Planning, High Net Worth, Mandarin Chinese Language, Multilingual, Wealth Management
LOCATION
Irvine, CA
POSTED
2 days ago
Citibank (Switzerland) AG in Irvine seeks a Wealth Relationship Manager to deepen client relationships in the affluent and High Net Worth segments. You will conduct face-to-face meetings, provide holistic financial planning, and coordinate with product specialists to deliver tailored banking, investment, and credit solutions.The role requires strong analytical skills, excellent communication, and a proactive, self-starting attitude.#J-18808-Ljbffr