Senior HNWI Wealth Relationship Manager

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi is seeking a Wealth Relationship Manager in Irvine, California. This seasoned professional will leverage in-depth industry knowledge to enhance client relationships, provide tailored financial solutions, and ensure adherence to compliance standards. The candidate should be well-versed in financial planning, possess strong analytical skills, and be comfortable in a client-facing role.

The ideal candidate will have 5-8 years of experience, a background in financial services, and strong communication abilities. Benefits include competitive salary, medical, dental & vision coverage, and a supportive work environment.

Qualifications

• 5-8 years of experience in financial services.
• Knowledge of financial planning software is preferred.
• Registered with US FINRA: SIE, Series 6, 63, and 65 or Series 7 and 66.

Responsibilities

• Build relationships to enhance client portfolio.
• Anticipate client financial needs and offer solutions.
• Provide regular client engagement and organize events.

Skills

Analytical skills

Financial planning knowledge

Verbal communication

Written communication

Detail-oriented

Self-starter

Bilingual in Mandarin and English

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Irvine, California. This seasoned professional will leverage in-depth industry knowledge to enhance client relationships, provide tailored financial solutions, and ensure adherence to compliance standards. The candidate should be well-versed in financial planning, possess strong analytical skills, and be comfortable in a client-facing role.

The ideal candidate will have 5-8 years of experience, a background in financial services, and strong communication abilities. Benefits include competitive salary, medical, dental & vision coverage, and a supportive work environment.