Senior Wealth Relationship Manager for HNW Clients

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

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Paid time off

Job summary

Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions.

The ideal candidate will have extensive experience in financial services, strong analytical and communication skills, and must hold various US FINRA Registrations. The role offers competitive benefits and opportunities for career development.

Qualifications

• 5-8 years of experience required.
• Must have current US FINRA Registration: SIE, Series 6, 63, and 65 or equivalent.
• Self-starter and goal-oriented.

Responsibilities

• Build relationships with affluent clients to increase wallet share.
• Offer relevant financial solutions and products.
• Ensure compliance with KYC/AML regulations.

Skills

Analytical skills

Financial planning

Strong communication skills

Attention to detail

Bilingual in Mandarin and English

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Excel

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions.

The ideal candidate will have extensive experience in financial services, strong analytical and communication skills, and must hold various US FINRA Registrations. The role offers competitive benefits and opportunities for career development.