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Citigold Client Advisor

Singapore, Singapore · Job Posted January 06, 2026
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Job Description

The Citigold Client Advisor is a trusted partner to emerging affluent and high-net-worth individuals in Singapore, providing holistic and personalized wealth management solutions. As a key member of the Citi Wealth team, the Advisor will proactively understand and anticipate client needs, offering sophisticated strategies across investment management, retirement planning, legacy planning and risk management. This role is client-centric and strategic-focused on building enduring relationships, navigating complex financial landscapes, and helping clients achieve long-term financial well-being. The Advisor will work closely with internal specialists to deliver seamless, tailored advice that addresses both immediate financial goals and future aspirations including intergenerational wealth transfer.

Job Responsibility

  • Comprehensive Wealth Planning: Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
  • Client Engagement & Relationship Management: 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
  • Business Development & Portfolio Growth: Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform. Conduct regular reviews to ensure client strategies evolve with changing needs
  • Collaboration & Specialist Coordination: Partner with internal specialists (Bancassurance Specialists, Investment Consultants, Treasury Specialists) to deliver integrated, end-to-end financial solutions
  • Market Insights & Advisory: Stay current with market trends, investment opportunities, and regulatory changes. Translate insights into actionable advice that supports clients’ wealth goals
  • Client Events & Education: Organize exclusive client events to enhance engagement and deliver valuable market perspectives
  • Governance, Risk & Compliance: 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

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
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Citigold Client Advisor

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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 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
  • 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
  • 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
  • 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

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
  • 6 to 10 (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
Job Responsibility
Job Responsibility
  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
  • Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Partner with internal specialists to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • 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
  • 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
  • Familiarity with Islamic finance principles and products
  • Knowledge of local regulatory requirements for wealth management in the UAE/Middle East
  • Existing network of HNWI contacts in the region
  • Deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
  • Strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
  • Ability to work independently and as part of a team in a multicultural environment
  • Fluency in regional languages are a plus
  • Proven track record of success in business development and client relationship management
  • 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
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • More traditional learning
  • Opportunity to give back and make a positive impact through volunteerism
  • Fulltime
Read More
Arrow Right