Senior Wealth Relationship Architect

Citi; Temple City (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) retirement plan

Paid time off packages

Job summary

Citi in Temple City, California is seeking a professional to deepen relationships with affluent clients and offer tailored financial solutions. The ideal candidate has 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements.

The position offers robust employee benefits including medical, dental, and competitive retirement plans, as well as opportunities for professional growth.

Qualifications

• 5-8 years of experience required.
• Must be a self-starter and goal-oriented.
• Required FINRA Registration within 150 days.

Responsibilities

• Build relationships to gain wallet share of affluent clients.
• Offer tailored financial solutions based on profiling.
• Manage client follow-up and ensure compliance with regulations.

Skills

Strong analytical and financial skills

Strong verbal and written communication skills

Organizational skills with attention to details

Bilingual in Mandarin and English

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro or NaviPlan Select

Job description

Citi in Temple City, California is seeking a professional to deepen relationships with affluent clients and offer tailored financial solutions. The ideal candidate has 5-8 years of experience, strong analytical skills, and must meet FINRA registration requirements.

The position offers robust employee benefits including medical, dental, and competitive retirement plans, as well as opportunities for professional growth.