CrawlJobs Logo

Citigold Client Advisor

Singapore, Singapore · Job Posted March 01, 2026
Apply Position
Job Link Share

Job Description

The Citigold Client Advisor is a strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold Client Advisor proactively anticipates client needs, crafting personalized strategies that encompass sophisticated investment management, advanced planning, and expert navigation of complex financial landscapes. This client-centric approach empowers clients to achieve their financial aspirations, while contributing to the growth of the Citi Wealth franchise.

Job Responsibility

  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

Requirements

  • 4 to 7 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/ Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
  • Bachelor's/University degree

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Citigold Client Advisor

8 matching positions

New

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 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
  • Bachelor's degree from an accredited institution
Job Responsibility
Job Responsibility
  • 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. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi's global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients' wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 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
  • Bachelor's degree from an accredited institution
Job Responsibility
Job Responsibility
  • 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
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2 - 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
  • Bachelor's degree from an accredited institution or equivalent experience
Job Responsibility
Job Responsibility
  • 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
  • Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi's global platform
  • Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes
  • Translate insights into actionable advice that supports clients' wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 to 7 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development. Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
  • Bachelor's/University degree
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 to 7 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Relevant experience in North Asia Markets (Taiwan, China, Hong Kong) with strong networks for client growth and business development
  • Ideally with experience managing high-net-worth clients residing in these markets
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin as well as in English
  • Proven track record of success in business development and client relationship management
  • Deep understanding of financial markets, investment strategies, and wealth planning principles
  • Strong analytical, communication, and interpersonal skills
  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
Job Responsibility
Job Responsibility
  • Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
  • Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
  • Client Events: Organize and host client events to foster relationships and provide valuable market insights
  • Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to. Appropriately assess risk when business decisions are made, demonstrating particular 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
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4 - 10+ 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
  • Bachelor’s degree from an accredited institution
Job Responsibility
Job Responsibility
  • 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. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests
  • Fulltime
Read More
Arrow Right

Citigold Client Advisor (Onshore)

Whether you’re at the start of your career or looking to discover your next adve...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5 - 8+ 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
  • Bachelor's degree from an accredited institution or equivalent experience
Job Responsibility
Job Responsibility
  • 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. Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
  • Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi's global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
  • Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients' wealth goals
  • Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Ensure full compliance with KYC/AML, regulatory, and internal policies. Exhibit sound judgment in managing ethical standards and risk controls while safeguarding Citi and client interests
  • Fulltime
Read More
Arrow Right
New

Service Professional Handyman

Location
Location
United States , Edmond
Salary
Salary:
28.00 - 35.00 USD / Hour
mrhandyman.com Logo
Mr. Handyman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Live within the area
  • Have 8+ years’ experience as a paid handyman
  • Own your own tools
  • Be insurable for driving our vehicle
  • Complete a background and driving record check
  • Able to lift 50 pounds independently
  • Able to safely work at heights and work overheard for extended periods of time
  • Professional appearance and maintenance of company-provided vehicle
Job Responsibility
Job Responsibility
  • Completing Maintenance & Repairs – You’ll be completing small to medium maintenance and repairs for home and commercial projects. The project length can range from two hours to two days
  • Making Recommendations and Managing Expectations with Customers – You’ll communicate with customers to help them understand what they need to have done and manage expectations about the scope of work and costs
  • Create Life-Long Customers – Deliver a great experience that wows life-long repeat customers. You will follow the Mr. Handyman Way - a repeatable process that makes it easy to wow the customer every time
What we offer
What we offer
  • Company-supplied van with gas card
  • A back office that takes care of filling your schedule, so you don’t have to
  • An office team that answers all calls and helps you take care of the customers
  • Flexibility with hours so you can take care of life’s important events
  • Your own iPad and technology support for using our state-of-the-art internal system, ServiceTitan
  • Fulltime
Read More
Arrow Right