Wealth Relationship Manager SAFE Act - Montgomery County, MD - Mandarin Language

Citigroup

Rockville, Maryland, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
Mandarin language fluency required
5-8 years of wealth management experience
Strong analytical and financial skills
The Wealth Relationship Manager position at Citigroup in Rockville, MD, seeks an experienced professional fluent in Mandarin to manage affluent client relationships. The role emphasizes strong financial planning skills and compliance with regulations while offering various benefits and opportunities for career growth

Job Summary

  • This role focuses on identifying and deepening relationships to gain incremental wallet share among affluent and High Net Worth clients.
  • The position requires proactively sourcing new high-value customers while adhering to strict regulatory and compliance operating procedures.
  • Employees will enjoy competitive benefits including medical coverage, 401(k) matching, and paid time off packages alongside a salary range of $83,920.00 - $125,880.00.

Matching Summary

Match Score: 85

The Wealth Relationship Manager position at Citigroup in Rockville, MD, seeks an experienced professional fluent in Mandarin to manage affluent client relationships. The role emphasizes strong financial planning skills and compliance with regulations while offering various benefits and opportunities for career growth.

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

  • Mandarin language fluency required
  • 5-8 years of wealth management experience
  • Strong analytical and financial skills
  • Client relationship building and retention
  • Regulatory compliance and risk assessment

Nice-to-have

  • Self-starter with problem-solving abilities
  • Experience with financial planning software
  • Team leadership and coaching capabilities
  • Holistic financial solution delivery
  • Event organization for client engagement

Key Requirements

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

Work Rights

Must meet all US FINRA and Insurance Group 1 requirements

Tailored Resume

Cover Letter