Senior Wealth Relationship Advisor

Citigroup Inc.; Temple City (CA); Presencial; USD 83.920 - 125.880; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Descripción de la vacante

Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience.

Responsibilities include managing affluent and high net worth clients, ensuring compliance, and acquiring new clients through referrals. Candidates should have a Bachelor's degree and be bilingual in Mandarin and English is a plus.

The role offers a full-time salary range of $83,920 to $125,880, along with competitive employee benefits.

Formación

• 5-8 years of experience in financial services or similar roles.
• Required US FINRA Registration: SIE, Series 6, 63, 65 or Series 7 and 66.
• Strong understanding of investment and financial planning strategies preferred.

Responsabilidades

• Build relationships to gain wallet share of affluent clients.
• Offer solutions based on client profiling.
• Provide regular engagement with clients through meetings.
• Manage compliance with KYC/AML regulations.

Conocimientos

Analytical skills

Financial skills

Communication skills

Attention to detail

Microsoft Office (Excel, Outlook, Word)

Financial planning software

Problem-solving

Self-starter

Bilingual in Mandarin and English

Educación

Bachelor's/University degree or equivalent experience

Herramientas

Money Guide Pro

NaviPlan Select

Descripción del empleo

Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience.

Responsibilities include managing affluent and high net worth clients, ensuring compliance, and acquiring new clients through referrals. Candidates should have a Bachelor's degree and be bilingual in Mandarin and English is a plus.

The role offers a full-time salary range of $83,920 to $125,880, along with competitive employee benefits.