Wealth Relationship Manager, Mandarin — SF Chinatown

Citi; New York (NY); Vor Ort; USD 88.000 - 133.000; Vollzeit

Zusammenfassung

Citi is hiring a Wealth Relationship Manager (Chinatown) in San Francisco, CA, for an on-site role requiring Mandarin/Chinese bilingual capabilities. The Sr.

Analyst will lead relationship development with affluent clients, conduct detailed needs assessments, and deliver holistic financial planning solutions. The position emphasizes coaching, collaboration with product specialists, and adherence to regulatory requirements.

Qualifikationen

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• This role requires bilingual proficiency with the ability to speak Mandarin (Chinese) in a professional setting.
• Knowledge of Money Guide Pro, NaviPlan Select, or similar financial planning software preferred.
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry).

Aufgaben

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients—high touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including Lending Consultants, Financial Advisor, Small Business Partners, Relationship Manager).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience.

Kenntnisse

Bilingual Mandarin

Analytical skills

Verbal & written communication

Microsoft Office

Ausbildung

Bachelor's/University degree or equivalent

Tools

Money Guide Pro

NaviPlan Select

Jobbeschreibung

Citi is hiring a Wealth Relationship Manager (Chinatown) in San Francisco, CA, for an on-site role requiring Mandarin/Chinese bilingual capabilities. The Sr.

Analyst will lead relationship development with affluent clients, conduct detailed needs assessments, and deliver holistic financial planning solutions. The position emphasizes coaching, collaboration with product specialists, and adherence to regulatory requirements.