Private Wealth Relationship Architect

Citigroup Inc.; Irvine (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. seeks an experienced Wealth Relationship Manager SAFE Act in Irvine, California. This seasoned professional will build relationships with affluent clients, providing holistic financial solutions. With a focus on compliance and performance, the role requires strong analytical and communication skills.

The candidate must have a Bachelor's degree and 5–8 years of experience, plus possess a US FINRA Registration within 150 days of hiring. Competitive salary and employee benefits are offered.

Qualifications

• 5–8 years of experience required.
• Strong analytical and financial skills necessary.
• Ability to work without direction as a self-starter.

Responsibilities

• Build and deepen affluent client relationships.
• Offer holistic financial solutions based on client needs.
• Coordinate with branch teams for a positive client experience.

Skills

Analytical skills

Financial skills

Communication skills

Organizational skills

Bilingual in Mandarin and English

Education

Bachelor's/University degree

Tools

Microsoft Office (Excel, Outlook, Word)

Financial planning software (e.g., Money Guide Pro)

Job description

Citigroup Inc. seeks an experienced Wealth Relationship Manager SAFE Act in Irvine, California. This seasoned professional will build relationships with affluent clients, providing holistic financial solutions. With a focus on compliance and performance, the role requires strong analytical and communication skills.

The candidate must have a Bachelor's degree and 5–8 years of experience, plus possess a US FINRA Registration within 150 days of hiring. Competitive salary and employee benefits are offered.