Wealth Relationship Manager SAFE Act - NORWALK AND WHITTIER
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 portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (SAFE Act, KYC/AML), risk assessment, product knowledge
Preferred skills
Financial planning software (Money Guide Pro, NaviPlan Select), investment strategies, Mandarin language
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire new high-value clients, manage client follow-up and engagement, ensure regulatory compliance, partner with branch teams, organize client events, refer opportunities to segment partners
Seniority
Mid-Senior, hands-on IC