Bilingual Mandarin Wealth Relationship Manager (Arcadia)

Citi; New York (NY); Sur place; USD 84 000 - 126 000; Plein temps

Résumé du poste

Citi is seeking a Wealth Relationship Manager under the SAFE Act for the Arcadia/Los Angeles area. This on-site role focuses on affluent and high-net-worth clients, delivering comprehensive financial planning and personalized solutions while maintaining rigorous regulatory compliance.

The position requires Mandarin fluency, FINRA registrations within 150 days, and the ability to lead and coach teammates. A bachelor’s degree and deep client-facing experience are essential for success in this

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Bilingual in Mandarin is required.
• Must meet US FINRA registrations within 150 days of starting.

Responsabilités

• Identify, build and deepen relationships to gain wallet share of affluent and HNW clients.
• Anticipate complex financial needs and offer holistic solutions across products.
• Provide regular value-added engagement with clients through high-touch meetings and seminars.
• Organize client events to enhance client bonding.
• Maintain compliance with KYC/AML and regulatory requirements.

Connaissances

Financial analysis

Relationship management

Client profiling

Regulatory compliance

Bilingual Mandarin

Formation

Bachelor's degree

Outils

Money Guide Pro

NaviPlan Select

Description du poste

Citi is seeking a Wealth Relationship Manager under the SAFE Act for the Arcadia/Los Angeles area. This on-site role focuses on affluent and high-net-worth clients, delivering comprehensive financial planning and personalized solutions while maintaining rigorous regulatory compliance.

The position requires Mandarin fluency, FINRA registrations within 150 days, and the ability to lead and coach teammates. A bachelor’s degree and deep client-facing experience are essential for success in this