Senior Private Wealth Advisor

Citi; Whittier (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 Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement through tailored solutions and compliance management.

Ideal candidates will have 5-8 years of experience, strong analytical skills, and must hold relevant US FINRA registrations. The position offers a competitive salary and benefits inclusive of medical, dental, and a 401(k) plan.

Qualifications

• 5-8 years of experience in financial services.
• Strong analytical and financial skills are essential.
• Must possess strong verbal and written communication skills.
• Must be organized with a strong attention to detail.
• Self-starter, problem solver, and goal-oriented.

Responsibilities

• Identify and build relationships with affluent clients.
• Provide tailored financial planning and investment solutions.
• Engage clients regularly through meetings and events.
• Manage compliance with KYC/AML regulations.
• Influence decisions through advice and counsel.

Skills

Analytical skills

Financial skills

Communication skills

Detail-oriented

Bilingual in Mandarin and English

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

Citi is seeking a Wealth Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement through tailored solutions and compliance management.

Ideal candidates will have 5-8 years of experience, strong analytical skills, and must hold relevant US FINRA registrations. The position offers a competitive salary and benefits inclusive of medical, dental, and a 401(k) plan.