Senior Private Wealth Architect

Citi; Arcadia (CA); On-site; USD 84,000 - 126,000; Full time

Job summary

Citi in Irvine, California is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and high-touch client engagement. The role requires strong analytical and communication skills, with adherence to FINRA and regulatory standards.

You will collaborate with product specialists to tailor solutions, manage risk, and ensure KYC/AML compliance, while coordinating with branch teams to create a positive in-branch experience and grow

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Experience using Money Guide Pro or NaviPlan Select preferred.
• Must be a self-starter and team player.
• US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66 or equivalent.
• Insurance Group 1 is required.
• Bilingual in Mandarin and English.

Responsibilities

• Identify, build and deepen relationships to gain wallet share of affluent/HNW clients with financial planning.
• Anticipate complex financial needs and offer solutions across products and services.
• With product specialists, provide holistic financial solutions based on client profiling.
• Provide regular value-added engagement with clients (high-touch meetings at client locations).
• Master referral opportunities to grow portfolio.
• Proactively source and expand high-value client relationships.
• Refer opportunities to segment partners (Lending, Financial Advisors, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through referrals.
• Manage client follow-up and adhere to regulatory/compliance procedures.
• Ensure KYC/AML compliance.

Skills

5-8 years experience

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

MS Office (Excel/Outlook/Word)

Money Guide Pro

NaviPlan Select

Self-starter

FINRA registrations

Insurance Group 1

Bilingual Mandarin/English

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Irvine, California is seeking a Wealth Relationship Manager to deepen relationships with affluent clients, delivering holistic financial planning and high-touch client engagement. The role requires strong analytical and communication skills, with adherence to FINRA and regulatory standards.

You will collaborate with product specialists to tailor solutions, manage risk, and ensure KYC/AML compliance, while coordinating with branch teams to create a positive in-branch experience and grow