Senior Wealth Relationship Manager (HNW Clients)

Citigroup Inc.; Arcadia (CA); On-site; USD 84,000 - 126,000; 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 under the SAFE Act in Los Angeles, CA. The role requires deep financial planning knowledge and the ability to coordinate across branches with product specialists.

The candidate will manage high-net-worth client relationships, present holistic investment strategies, and drive compliant client engagement while meeting regulatory requirements. Strong communication, leadership, and analytical skills are essential.

Qualifications

• 5–8 years of experience in Wealth/Private Client roles.
• Strong analytical and financial skills.
• Excellent verbal and written communication skills.
• Organized with strong attention to detail.
• Must be bilingual in Mandarin.

Responsibilities

• Identify and deepen relationships to gain wallet share with affluent/HNW clients.
• Anticipate complex financial needs and offer holistic solutions.
• Provide regular high-touch engagement with clients through meetings and seminars.
• Master referrals and expand high-value client relationships.
• Ensure compliance with KYC/AML and Citi policies.

Skills

Analytical skills

Strong communication

Team leadership

Bilingual Mandarin

Education

Bachelor's degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Job description

Citigroup Inc. is seeking a Wealth Relationship Manager under the SAFE Act in Los Angeles, CA. The role requires deep financial planning knowledge and the ability to coordinate across branches with product specialists.

The candidate will manage high-net-worth client relationships, present holistic investment strategies, and drive compliant client engagement while meeting regulatory requirements. Strong communication, leadership, and analytical skills are essential.