Wealth Relationship Manager SAFE Act - IRVINE Bilingual in Mandarin/English
Core
Build and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions, including banking, credit, and investment products.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions and client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
relationship building, financial planning, client profiling, regulatory compliance (KYC/AML), risk assessment, Mandarin fluency, English fluency
Preferred skills
financial planning software (Money Guide Pro, NaviPlan Select), investment strategies
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire new high-value clients; anticipate complex financial needs and offer tailored solutions; provide high-touch face-to-face engagement; manage client follow-up and ensure regulatory compliance; partner with branch teams to enhance client experience; assess risk in business decisions.
Seniority
Senior, hands-on IC
