Wealth Relationship Manager SAFE Act - TEMPLE CITY
Core
Identify, build, and deepen relationships with affluent and High Net Worth clients to provide holistic financial solutions and grow portfolio wallet share.
Role type
Senior IC Wealth Relationship Manager
Builds
Financial planning solutions, client acquisition, and portfolio growth
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (KYC/AML), risk assessment, product knowledge
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 new high-value clients, anticipate complex financial needs and offer tailored solutions, provide regular high-touch face-to-face engagement, organize client events, manage client follow-up and regulatory compliance, partner with branch team for positive in-branch experience, assess risk and drive compliance with laws and regulations
Seniority
Senior, hands-on IC