Mandarin-English Wealth Relationship Manager (HNW)

Citi; New York (NY); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi is seeking a Wealth Relationship Manager for the Irvine area who can navigate SAFE Act requirements and serve Mandarin/English clients. The role combines financial planning expertise with regulatory know-how, leading client engagements and collaborating with product specialists to deliver holistic solutions.

You will conduct high-touch meetings, build deep relationships with High Net Worth clients, and ensure KYC/AML compliance while supporting branch teams to provide an exceptional client

Qualifications

• Bachelor's degree or equivalent experience required.
• Experience in wealth management and brokerage/regulatory environments.
• Knowledge of investment and financial planning strategies preferred.
• Ability to coach and train recruits and lead teams.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share of affluent clients.
• Anticipate complex financial needs and provide holistic solutions.
• Collaborate with product specialists to address banking, credit and investment goals.
• Provide regular high-touch engagement with clients through meetings and events.
• Master referrals to grow portfolio and acquire high-value customers.
• Ensure regulatory and compliance procedures are followed, including KYC/AML.

Skills

Analytical skills

Communication skills

Detail oriented

Client relationship management

Bilingual Mandarin/English

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office (Excel/Outlook/Word)

Job description

Citi is seeking a Wealth Relationship Manager for the Irvine area who can navigate SAFE Act requirements and serve Mandarin/English clients. The role combines financial planning expertise with regulatory know-how, leading client engagements and collaborating with product specialists to deliver holistic solutions.

You will conduct high-touch meetings, build deep relationships with High Net Worth clients, and ensure KYC/AML compliance while supporting branch teams to provide an exceptional client