Wealth Relationship Manager SAFE Act

About the Position

We are seeking a Wealth Relationship Manager SAFE Act to join our team in Temple City, California. This role focuses on building relationships with affluent clients and providing them with comprehensive financial solutions.

Responsibilities

• Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment.
• Anticipate the complex financial needs of clients and offer solutions through a wide range of products, services, and tools.
• Provide regular value-added engagement with clients, including high-touch, face-to-face meetings and consistent communication.
• Master referral opportunities to grow the portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners where appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered.
• Partner with all roles on the branch team to ensure all clients have a positive in-branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.

Requirements

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self-starter, problem solver, and a goal-oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
• Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
• Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• Bilingual in Mandarin and English a plus.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

• Bachelor's/University degree or equivalent experience.

We Offer

• Competitive salary range: $83,920.00 - $125,880.00.
• Comprehensive benefits package including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

About the Company

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community, and make a real impact.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

For additional information regarding Citi employee benefits, please visit citibenefits.com.

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