Wealth Relationship Manager- Torrance, CA

Citigroup

Torrance, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
Citigroup is seeking a Wealth Relationship Manager in Torrance, CA, to deepen client relationships and provide tailored financial solutions to affluent and high-net-worth individuals. The role requires a strong analytical background and excellent communication skills, with a commitment to compliance and client engagement

Job Summary

  • The role involves identifying and building deep relationships to gain incremental wallet share from the affluent and High Net Worth segments.
  • Employees will 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

Match Score: 82

Citigroup is seeking a Wealth Relationship Manager in Torrance, CA, to deepen client relationships and provide tailored financial solutions to affluent and high-net-worth individuals. The role requires a strong analytical background and excellent communication skills, with a commitment to compliance and client engagement.

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, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 5-8 years of professional experience
  • Strong analytical and financial skills
  • Excellent verbal and written communication
  • High touch face-to-face client engagement
  • Strict adherence to KYC/AML compliance

Nice-to-have

  • Self-starter with problem-solving abilities
  • Experience with Money Guide Pro or NaviPlan
  • Goal-oriented team player
  • Ability to organize client events
  • Proactive portfolio growth strategies

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter