Senior Wealth Relationship Advisor

Citigroup Inc.; Temple City (CA); On-site; USD 83,920 - 125,880; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Education

Bachelor's/University degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Job description

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.