Wealth Relationship Manager

3 weeks ago

Diamond Bar, United States Citi Full time

**Responsibilities**:

- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
- Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
- With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
- Provide regular value-added engagement with clients
- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
- Master referral opportunities to grow portfolio.
- Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
- 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 to
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience

**Qualifications**:

- 5-8 years of experience
- Bilingual in Cantonese/Mandarin
- 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 NaviPlan Select or similar 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
- US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 or equivalent are encouraged to apply.
- Insurance group 1 required; will give 120 days to obtain if not already held.
- 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
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Financial Planning Services
- **Time Type**:

- **Primary Location**:
Diamond Bar California United States
- **Primary Location Full Time Salary Range**:
$83,920.00 - $125,880.00
- **Anticipated Posting Close Date**:
Apr 19, 2024
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting

  • Wealth Relationship Manager – Diamond Bar, CA

    3 weeks ago

    Diamond Bar, United States 00002 Citibank, N.A. Full time

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth...

  • Wealth Relationship Manager – Diamond Bar, CA

    3 weeks ago

    Diamond Bar, United States 00002 Citibank, N.A. Full time

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth...

  • Wealth Relationship Manager

    3 weeks ago

    Diamond Bar, United States Citi Full time

    **Responsibilities**: - Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. - Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based...

  • Carrier Relationship Manager

    2 months ago

    Diamond Bar, United States Zenlayer, Inc Full time

    We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our business. **Duties & Responsibilities**: - Leading...

  • Carrier Relationship Manager

    2 months ago

    Diamond Bar, United States Zenlayer, Inc Full time

    Job DescriptionJob DescriptionSalary: We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our...

  • Carrier Relationship Manager

    1 week ago

    Diamond Bar, United States Zenlayer, Inc Full time

    We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our business. **Duties & Responsibilities**: - Leading...

  • Carrier Relationship Manager

    1 month ago

    Diamond Bar, United States Zenlayer, Inc Full time

    Job DescriptionJob DescriptionSalary: We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our...

  • Carrier Relationship Manager

    3 weeks ago

    Diamond Bar, United States Zenlayer, Inc Full time

    Job DescriptionJob DescriptionSalary: We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our...

  • Carrier Relationship Manager

    2 weeks ago

    Diamond Bar, United States Zenlayer, Inc Full time

    Job DescriptionJob DescriptionSalary: We are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our...

  • Carrier Relationship Manager

    6 days ago

    Diamond Bar, United States Zenlayer, Inc Full time

    Job DescriptionJob DescriptionSalary: $130k-180kWe are looking for a driven, knowledgeable, and growth-oriented telecom professional to join our team as Carrier Relationship Manager! This individual will be utilizing their industry knowledge and experience to establish and nurture relationships with carriers and vendors in order to further develop our...

  • Accounting Manager

    6 days ago

    Diamond Bar, California, United States Specialty Equipment Market Association Full time

    Accounting Manager SEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the internal and external...

  • Accounting Manager

    2 months ago

    Diamond Bar, United States Specialty Equipment Market Association Full time

    Accounting Manager SEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the internal and external...

  • Accounting Manager

    2 months ago

    Diamond Bar, United States Specialty Equipment Market Association. Full time

    Job DescriptionJob DescriptionAccounting ManagerSEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the...

  • Accounting Manager

    2 months ago

    Diamond Bar, United States Specialty Equipment Market Association. Full time

    Job DescriptionJob DescriptionAccounting ManagerSEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the...

  • Accounting Manager

    2 weeks ago

    Diamond Bar, United States Specialty Equipment Market Association. Full time

    Job DescriptionJob DescriptionAccounting ManagerSEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the...

  • Accounting Manager

    3 weeks ago

    Diamond Bar, United States Specialty Equipment Market Association. Full time

    Job DescriptionJob DescriptionAccounting ManagerSEMA is looking for an Accounting Manager to be the driving force behind our business growth as a skilled and dedicated leader. The ideal candidate will have experience and strong skills in managing people, assets and driving for results. The Accounting Manager must be an excellent communicator and ensure the...

  • Email Marketing Manager

    4 weeks ago

    Diamond Bar, United States Specialty Equipment Market Association Full time

    EMAIL MARKETING MANAGER Division: Email Marketing Prepared by: Josh Lazo Department: Marketing Approved by: RJ de Vera FLSA Status: Exempt Date: April 5, 2024 RESPONSIBILITY AND AUTHORITY Manage the email marketing system across multiple business units within the enterprise. Develop and maintain a comprehensive email calendar and provide recommendations on...

  • Email Marketing Manager

    2 weeks ago

    Diamond Bar, United States Specialty Equipment Market Association (SEMA) Full time

    EMAIL MARKETING MANAGER Division: Email Marketing Prepared by: Josh Lazo Department: Marketing Approved by: RJ de Vera FLSA Status: Exempt Date: April 5, 2024 RESPONSIBILITY AND AUTHORITY Manage the email marketing system across multiple business units within the enterprise. Develop and maintain a comprehensive email calendar and provide recommendations on...

  • General Manager

    4 weeks ago

    Diamond Bar, United States Premier Swim Academy Diamond Bar Full time

    Job DescriptionJob DescriptionUnder the direct supervision of the company CEO, this position oversees all aspects of the operations, facilities, staff, learn-to-swim programs, and recreation programs at Premier Swim Academy - Diamond Bar. Responsibilities include but are not limited to direct supervision of the facility leadership team (Assistant General...

  • General Manager

    3 weeks ago

    Diamond Bar, United States Premier Swim Academy Diamond Bar Full time

    Job DescriptionJob DescriptionUnder the direct supervision of the company CEO, this position oversees all aspects of the operations, facilities, staff, learn-to-swim programs, and recreation programs at Premier Swim Academy - Diamond Bar. Responsibilities include but are not limited to direct supervision of the facility leadership team (Assistant General...