Wealth Relationship Manager

6 days ago


Diamond Bar, California, United States Citigroup Inc Full time
Job Summary

We are seeking a highly skilled and experienced Wealth Relationship Manager to join our team at Citigroup Inc. This is a challenging and rewarding role that requires a strong understanding of financial planning and relationship management.

Key Responsibilities
  • Build and maintain strong relationships with high net worth clients to identify and meet their financial needs.
  • Develop and implement comprehensive financial plans to help clients achieve their financial goals.
  • Collaborate with product specialists to provide clients with a wide range of financial products and services.
  • Provide exceptional customer service and support to clients, including regular communication and face-to-face meetings.
  • Identify and pursue new business opportunities to grow the client portfolio.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices.
Requirements
  • 5-8 years of experience in financial planning and relationship management.
  • Bilingual in Cantonese/Mandarin.
  • Strong analytical and financial skills, with the ability to communicate complex financial concepts to clients.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Knowledge of Microsoft Office and financial planning software, such as NaviPlan Select.
  • Basic understanding of investment and financial planning strategies.
  • Self-starter with strong problem-solving skills and a goal-oriented approach.
What We Offer

Citigroup Inc. offers a competitive salary and benefits package, including medical, dental, and vision coverage, 401(k), life insurance, and paid time off. We also offer opportunities for professional growth and development, as well as a dynamic and supportive work environment.



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