Wealth Relationship Manager SAFE Act -ALISO VIEJO

Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value‑added engagement with clients – high touch, face‑to‑face meetings at the client’s preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including but not limited to Lending Consultants, Financial Advisors, Small Business Partners, Relationship Managers, etc.). Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all regulatory and compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered. Partner with all roles on the branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5‑8 years of experience. Strong analytical and financial skills. Strong verbal and written communication skills. Organized with strong attention to detail. Knowledge of Microsoft Office (Excel, Outlook, Word) and experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred. Basic understanding of investment and financial planning strategies preferred. Must be a self‑starter, problem solver and goal‑oriented team player able to work without direction. Required current US FINRA Registration: SIE, Series6,63, and65 or Series7 and66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group1 required. Must meet ALL Insurance Group1 requirements within 150 days of starting in the role. Bilingual in Mandarin and English a plus. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, maintain and renew that registration on an annual basis, update registration information with the Registry in a timely manner, and provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor’s or university degree or equivalent experience. Employment Details Job Family Group: Private Client Coverage – Financial Planning Services Time Type: Full time – Location: Aliso Viejo, California, United States Anticipated Posting Close Date: June18,2026 Benefits Citi offers competitive employee benefits, including medical, dental and vision coverage, 401(k), life, accident and disability insurance, wellness programs, paid time off packages, planned and unplanned leave, and paid holidays. EEO Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO policy statement and the Know Your Rights poster. #J-18808-Ljbffr Citi