Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)

Citigroup

Centreville, Virginia, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
Korean language fluency required
Affluent and high net worth client acquisition
Holistic financial solutions delivery
Citigroup is seeking a Wealth Relationship Manager fluent in Korean for their Fairfax County branch in Centreville, Virginia. The role requires strong analytical and communication skills to build relationships with affluent clients, providing tailored financial solutions while adhering to compliance regulations

Job Summary

  • This role focuses on identifying and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments.
  • The position requires proactively sourcing new clients, managing referrals, and organizing events to enhance client bonding while adhering to strict regulatory standards.
  • Employees will work in a collaborative team environment at Citi's Centreville branch, benefiting from competitive compensation, comprehensive health coverage, and paid time off packages.

Matching Summary

Match Score: 85

Citigroup is seeking a Wealth Relationship Manager fluent in Korean for their Fairfax County branch in Centreville, Virginia. The role requires strong analytical and communication skills to build relationships with affluent clients, providing tailored financial solutions while adhering to compliance regulations.

Salary

Base: $83,920.00 - $125,880.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • Korean language fluency required
  • Affluent and High Net Worth client acquisition
  • Holistic financial solutions delivery
  • KYC/AML compliance adherence
  • Face-to-face client engagement

Nice-to-have

  • Self-starter with problem-solving skills
  • Experience with Money Guide Pro or NaviPlan
  • Strong diplomatic communication abilities
  • Coaching and training new recruits
  • Event organization for client bonding

Key Requirements

  • 5-8 years of professional experience
  • Current US FINRA Registration (Series 6, 63, 65 or 7, 66)
  • Mortgage loan originator registration via SAFE Act
  • Insurance Group 1 certification
  • Bachelor's degree or equivalent experience

Work Rights

Must meet all US FINRA and Insurance Group 1 requirements

Tailored Resume

Cover Letter