Senior Wealth Relationship Manager (High Net Worth)

Citi; Fountain Valley (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure compliance with regulatory standards.

The ideal candidate has 5-8 years of experience and a Bachelor's degree. Benefits include medical coverage, a 401(k) plan, and paid time off. This opportunity promotes professional growth within a supportive team environment.

Qualifications

• 5-8 years of experience in financial services.
• Strong understanding of investment strategies.
• Must meet FINRA registration requirements.

Responsibilities

• Build relationships with affluent clients.
• Provide financial planning solutions.
• Organize client events for engagement.
• Ensure compliance with all regulations.

Skills

Analytical skills

Financial skills

Verbal communication

Written communication

Attention to detail

Problem solver

Self-starter

Bilingual (Mandarin and English)

Education

Bachelor's/University degree

Tools

Microsoft Office

Money Guide Pro

NaviPlan

Job description

Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure compliance with regulatory standards.

The ideal candidate has 5-8 years of experience and a Bachelor's degree. Benefits include medical coverage, a 401(k) plan, and paid time off. This opportunity promotes professional growth within a supportive team environment.