Wealth Relationship Manager SAFE Act - ARCADIA (Bilingual 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 (SAFE Act)
Builds
High-touch client relationships and financial portfolios
Domain
Wealth Management / Private Banking
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
Technologies
Money Guide Pro, NaviPlan Select, Microsoft Office
Responsibilities
Identify and acquire high-value clients, anticipate complex financial needs, provide regular face-to-face engagement, manage client follow-up, ensure regulatory compliance, partner with branch team
Seniority
Senior, hands-on IC