Elite Wealth Advisor & Relationship Manager

Citigroup Inc.; Whittier (CA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citigroup Inc. in Whittier, CA is seeking a Wealth Relationship Manager to deepen client relationships within the affluent and high-net-worth segments.

You will tailor financial planning, investments, and banking solutions with a client-centric approach, leveraging product specialists for holistic plans. The role requires 5-8 years of experience, strong finance and communication skills, and FINRA registrations.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Proficient with Microsoft Office and financial planning software.
• Basic understanding of investment and financial planning strategies.
• Self-starter, problem solver and team player.
• US FINRA Registration: SIE, 6, 63, 65 OR 7 and 66; meet within 150 days.
• Insurance Group 1 requirements within 150 days.
• Bilingual in Mandarin and English a plus.
• Mortgage loan originator registration under SAFE Act requirements.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients with financial planning and profiling.
• Anticipate complex financial needs and offer solutions across products and tools based on client profiling.
• With product specialists, recognize client banking, credit and investment needs to provide holistic solutions.
• Provide regular value-added engagement with clients through high-touch meetings, seminars, and consistent communication.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high-value customer relationships.
• Refer opportunities to segment partners (Lending, Financial Advisor, Small Business, Relationship Manager).
• Organize client events to enhance client bonding.
• Acquire new clients through referrals.
• Manage client follow-up and adhere to Regulatory and Compliance procedures.
• Ensure KYC/AML and other compliance norms are followed.
• Partner with branch team for a positive in-branch experience.
• Assess risk in decisions, escalate and report control issues with transparency.

Skills

Analytical skills

Financial skills

Communication skills

Attention to detail

Self-starter

Problem solving

Mandarin (bilingual)

Leadership

Education

Bachelor's degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. in Whittier, CA is seeking a Wealth Relationship Manager to deepen client relationships within the affluent and high-net-worth segments.

You will tailor financial planning, investments, and banking solutions with a client-centric approach, leveraging product specialists for holistic plans. The role requires 5-8 years of experience, strong finance and communication skills, and FINRA registrations.