Senior Wealth Relationship Manager

Citi; 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

Wellness programs

Paid time off packages

Job summary

A leading financial services firm seeks a Wealth Relationship Manager in Temple City, CA. The role focuses on building and deepening client relationships while providing tailored financial solutions. Candidates should have strong analytical skills and at least 5 years of experience, along with required financial registrations. The position offers a competitive salary and various employee benefits.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Microsoft Office and financial planning software preferred.
• Understanding of investment and financial planning strategies preferred.
• Self-starter and goal-oriented team player able to work without direction.

Responsibilities

• Identify and deepen relationships to gain incremental wallet share.
• Anticipate complex financial needs and offer solutions.
• Provide regular engagement with clients through face-to-face meetings.
• Organize client events to enhance bonding.
• Manage client follow-up and adhere to compliance norms.
• Ensure adherence to KYC/AML and compliance requirements.

Job description

A leading financial services firm seeks a Wealth Relationship Manager in Temple City, CA. The role focuses on building and deepening client relationships while providing tailored financial solutions. Candidates should have strong analytical skills and at least 5 years of experience, along with required financial registrations. The position offers a competitive salary and various employee benefits.