Wealth Relationship Manager SAFE ACT

Citigroup

Fountain Valley, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
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5-8 years of professional experience
Strong analytical and financial skills
Verbal and written communication skills
** Citigroup is seeking a Wealth Relationship Manager SAFE Act to build and deepen relationships with affluent clients in California. The ideal candidate should have significant experience in financial planning, strong analytical skills, and be adept at client engagement while ensuring compliance with regulatory standards. **

Job Summary

  • This role involves identifying and building relationships to gain wallet share from the affluent and High Net Worth segments.
  • The position requires anticipating complex client needs and offering holistic financial solutions through a wide range of products and services.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

Match Score: 75

** Citigroup is seeking a Wealth Relationship Manager SAFE Act to build and deepen relationships with affluent clients in California. The ideal candidate should have significant experience in financial planning, strong analytical skills, and be adept at client engagement while ensuring compliance with regulatory standards. **

Salary

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

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Verbal and written communication skills
  • Microsoft Office proficiency
  • Self-starter and problem solver

Nice-to-have

  • Bilingual in Mandarin and English
  • Experience with Money Guide Pro software
  • Experience with NaviPlan Select software
  • Knowledge of investment strategies
  • Team player able to work without direction

Key Requirements

  • Current US FINRA Registration (SIE, Series 6, 63, 65 or 7, 66)
  • Insurance Group 1 certification within 150 days
  • Mortgage loan originator registration via NMLS
  • Bachelor's degree or equivalent experience
  • Must meet all US FINRA registration requirements

Work Rights

Not specified

Tailored Resume

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