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Citi · 4 hours ago

Wealth Relationship Manager - Temple City, CA

Poway, CA

Full-time

Onsite

Mid, Senior Level

$84K/yr - $126K/yr

5+ years exp

Citi is a global financial services company, and they are seeking a Wealth Relationship Manager to deepen relationships with affluent and High Net Worth clients. The role involves understanding clients' financial needs and providing tailored solutions while ensuring compliance with regulatory standards.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with 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 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

Partner with all roles on 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, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualification

Financial planning strategiesUS FINRA RegistrationAnalytical skillsMicrosoft OfficeMoney Guide ProNaviPlan SelectCommunication skillsOrganizational skillsProblem-solving skillsTeam player

Required

5-8 years of experience

Strong analytical and financial skills

Strong verbal and written communication skills

Organized with strong attention to details

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

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

Bachelor's/University degree or equivalent experience

Preferred

Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or 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

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)