Hugo Mei
Brooklyn,NY
Summary
Seasoned Wealth Relationship Manager with comprehensive background in managing and growing high net worth client portfolios. Demonstrated strength in building and maintaining strong relationships, providing strategic financial advice, and developing personalized wealth management strategies. Proven record of driving client satisfaction through exceptional service and performance outcomes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
Citigroup Inc
New York, NY
08.2020 - Current
- Developed Citigold relationships by proactively expanding affluent and HNW client base.
- Oversaw a portfolio consisting of $250 million in deposit balances.
- Teamed with wealth advisor to attract significant business growth, contributing more than $30 million in net-new investments during 2024.
- Identified and addressed client banking, credit, and investment requirements collaboratively with product specialists.
- Regularly assumed an informal/formal leadership role within teams. Involved in the coaching and training of new recruits.
- Ensured strict adherence to KYC/AML and other compliance norms.
Financial Advisor
United Nations Federal Credit Union / UNFCU Advisors
New York, NY
11.2017 - 12.2019
- Generated comprehensive wealth management plans for elite households across UN-affiliated regions.
- Directed management of $100 million in AUM across 250 households.
- Conducted quarterly seminars on financial literacy and retirement readiness with live audiences of 20 to 30 attendees per event.
- Successfully assisted the firm in transitioning its brokerage business from Raymond James to Community America, while attaining a targeted retention rate as a company-wide six months project.
Wealth Management Advisor
TIAA
New York, NY
05.2016 - 11.2017
- Cultivated and retained high net worth participants by providing comprehensive financial planning solutions.
- Grew business through client referrals and networking with Centers of Influence.
- Highlighted values and educated clients on 401(K), 403(B), 457(B), SEP IRA, IRAs, Roth IRAs, and other ERISA plans.
- Facilitated 20 client meetings weekly to discuss financial plans and implementation strategies.
Premier Relationship Advisor, Vice President
HSBC Securities USA
New York, NY
02.2012 - 05.2016
- Defined a comprehensive sales process for recommending suitable depository, personal lending, and investment & insurance solutions.
- Consulted with clients to assess current and future needs, suggesting relevant products and services.
- Sold and delivered more than 35 single premium whole life insurance policies in 2015.
International Financial Advisor, Vice President
JP Morgan Chase
New York, NY
04.2010 - 02.2012
- Built enduring relationships with affluent clients across Latin America, Europe, and Asia.
- Created financial strategies for Non Resident Alien clients with international trust accounts.
- Recommended suitable onshore and offshore mutual funds based on client investment objectives.
- Aligned with banking teams to profile customers and deliver personalized investment solutions.
Education
Bachelor's Degree - Economics
Binghamton University
Binghamton, NY12-2002
Skills
- Retirement planning
- Estate planning
- Insurance planning
- Financial planning
- Client relationship building
- Private banking services
Certification
- Series 7
- Series 63
- Series 66
- FINRA SIE
- Life, Accident, Health, & VA
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Chinese (Cantonese)
Elementary
References
References available upon request.
Timeline
Wealth Relationship Manager
Citigroup Inc
08.2020 - Current
Financial Advisor
United Nations Federal Credit Union / UNFCU Advisors
11.2017 - 12.2019
Wealth Management Advisor
TIAA
05.2016 - 11.2017
Premier Relationship Advisor, Vice President
HSBC Securities USA
02.2012 - 05.2016
International Financial Advisor, Vice President
JP Morgan Chase
04.2010 - 02.2012
Bachelor's Degree - Economics
Binghamton University
Similar Profiles
Jermaine L. ParkerJermaine L. Parker
Vice President, Digital Software Application Engineer Lead Analyst at Citigroup IncVice President, Digital Software Application Engineer Lead Analyst at Citigroup Inc
RENAUD SIFFORTRENAUD SIFFORT
Fund Accounting Assoc Analyst at Citigroup IncFund Accounting Assoc Analyst at Citigroup Inc
Mehwish RajaMehwish Raja
(SVP) Data Integration Lead Analyst at Citigroup Inc(SVP) Data Integration Lead Analyst at Citigroup Inc
Nick CahillNick Cahill
Enterprise Account Executive at AccessiBeEnterprise Account Executive at AccessiBe
Timothy YaoTimothy Yao
Computer Server Maintenance Technician Intern at Stony Brook UniversityComputer Server Maintenance Technician Intern at Stony Brook University