Senior Private Wealth Relationship Advisor

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citi in Aliso Viejo, CA is seeking a Wealth Relationship Manager under the SAFE Act to lead affluent client relationships and deliver holistic financial planning. The role emphasizes in-depth product knowledge, compliant sales practices, and high-touch client engagement.

The position requires leadership, coaching, and collaboration with specialists to address complex banking, credit, and investment needs while maintaining strict KYC/AML standards and regulatory obligations.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Mortgage loan originator registration and disclosure requirements per SAFE Act.

Responsibilities

• Identify and deepen relationships with affluent/HNW clients using discovery and profiling.
• Anticipate complex financial needs and propose solutions using a wide range of products.
• Provide holistic financial solutions with product specialists.
• High-touch client engagement with face-to-face meetings at client locations.
• Proactively source and expand high-value client relationships.
• Ensure KYC/AML compliance and regulatory procedures.

Skills

Analytical skills

Financial skills

Verbal & written communication

Attention to detail

Self-starter

Bilingual Mandarin/English

Education

Bachelor's degree

Tools

Money Guide Pro

NaviPlan Select

Job description

Citi in Aliso Viejo, CA is seeking a Wealth Relationship Manager under the SAFE Act to lead affluent client relationships and deliver holistic financial planning. The role emphasizes in-depth product knowledge, compliant sales practices, and high-touch client engagement.

The position requires leadership, coaching, and collaboration with specialists to address complex banking, credit, and investment needs while maintaining strict KYC/AML standards and regulatory obligations.