Citigold Client Advisor

• Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
• cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
• drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
• partner with internal specialists to deliver integrated, end-to-end financial solutions
• stay current with market trends, investment opportunities, and regulatory changes
• organize exclusive client events to enhance engagement and deliver valuable market perspectives
• ensure full compliance with KYC/AML, regulatory, and internal policies.

• 2 to 4+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
• strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
• demonstrated success in business development, client acquisition, and relationship deepening
• robust understanding of investment products, wealth strategies, and financial planning tools
• excellent interpersonal, analytical, and communication skills
• ability to work both independently and as part of a collaborative team
• mandatory certifications required for advising on financial products in Singapore
• willingness to travel locally for client engagement when necessary.

Global benefits designed to support well-being, growth, and work-life balance.