Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen)
Core
Senior analyst building deep relationships with affluent and High Net Worth clients to provide holistic financial planning, investment, and credit solutions while ensuring strict regulatory compliance.
Role type
Senior IC Wealth Relationship Manager (Financial Planning)
Builds
Holistic financial solutions and client portfolios
Domain
Banking, Wealth Management, Financial Planning
Deliverable
client delivery
Required skills
Relationship building, Financial planning, Regulatory compliance (SAFE Act, KYC/AML), Client profiling, Risk assessment, Product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), Investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and deepen relationships with affluent clients; Anticipate complex financial needs and offer tailored solutions; Manage client follow-up and ensure adherence to regulatory procedures; Assess risk and drive compliance with laws and firm policies; Organize client events to enhance bonding; Refer opportunities to segment partners.
Seniority
Senior, hands-on IC