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
• 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

• 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