Senior Wealth Relationship Manager for HNW Clients

Citi

New York (NY)

On-site

USD 84,000 - 126,000

Full time

4 days ago

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Job summary

Citi is seeking a Wealth Relationship Manager SAFE Act in Aliso Viejo, CA to identify and deepen client relationships, deliver holistic financial solutions, and drive growth in the affluent and high-net-worth segments. You will work with product specialists to tailor banking, credit and investment strategies, while maintaining strict KYC/AML practices.

The role emphasizes high-touch client engagement, regular meetings, and cross-team referrals to maximize wallet share.

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 Money Guide Pro or NaviPlan Select.
Basic understanding of investment and financial planning strategies.
Self-starter, problem solver and goal-oriented team player.
Current US FINRA Registration: SIE, 6, 63, 65 OR 7 and 66 or equivalent.
Must meet ALL FINRA requirements within 150 days of starting.
Insurance Group 1.
Bilingual in Mandarin and English a plus.
Must register as a mortgage loan originator with the Registry.

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of affluent and HNW clients with financial planning and discovery/profiling.
Anticipate complex financial needs and offer solutions across products and services.
With product specialists, recognize and address banking, credit and investment needs to provide holistic solutions.
Provide regular value-added engagement with clients through in-person meetings, proactive communication, seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high-value customer relationships.
Refer opportunities to segment partners as appropriate (Lending Consultants, Financial Advisors, SMB Partners, etc.).
Organize client events to strengthen relationships.
Acquire new clients through referrals.
Follow-up and adhere to Regulatory and Compliance procedures.