Wealth Relationship Manager Safe Act, Bilingual: Mandarin/english Speaking Preferred

Publix Serving (Civica) / Citi

Los Angeles, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
5-8 years of experience in wealth management
Strong analytical and financial skills
Series 7 and 66 or equivalent finra registration
The role focuses on identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments

Job Summary

  • The role focuses on identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments.
  • Candidates must provide holistic financial solutions by anticipating complex client needs and offering a wide range of banking, credit, and investment products.
  • The position offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role focuses on identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments.

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 experience in wealth management
  • Strong analytical and financial skills
  • Series 7 and 66 or equivalent FINRA registration
  • Mortgage loan originator registration capability
  • KYC/AML compliance adherence

Nice-to-have

  • Bilingual in Mandarin and English
  • Experience with Money Guide Pro software
  • Self-starter and problem solver mindset
  • Goal-oriented team player
  • Knowledge of investment strategies

Key Requirements

  • Bachelor's degree or equivalent experience
  • Current US FINRA Registration (SIE, Series 6, 63, 65 OR Series 7, 66)
  • Insurance Group 1 certification within 150 days
  • Mortgage loan originator registration with NMLS
  • 5-8 years of professional experience

Work Rights

Must meet all US FINRA Registration requirements

Tailored Resume

Cover Letter