Wealth Relationship Manager SAFE Act -ALISO VIEJO
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow wallet share.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions, client acquisition, and portfolio growth
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
client profiling, financial planning, regulatory compliance (SAFE Act, KYC/AML), relationship management, risk assessment
Preferred skills
financial planning software (Money Guide Pro, NaviPlan Select), investment strategies, bilingual Mandarin/English
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular high-touch engagement, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC
