Wealth Relationship Manager - Temple City (Bilingual Preferred: Mandarin)
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 Wealth Relationship Manager (Private Client)
Builds
Financial portfolios and client relationships for High Net Worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client profiling, relationship management, regulatory compliance (KYC/AML), risk assessment, product knowledge (banking/credit/investment)
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, anticipate complex financial needs and offer tailored solutions, organize client events to enhance bonding, manage client follow-up and adhere to regulatory procedures, assess risk in business decisions, refer opportunities to segment partners
Seniority
Senior, hands-on IC
