Citigold Client Advisor, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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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.

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
conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
identify and pursue new business opportunities within the high-net-worth segment
leverage existing networks and referrals to expand the client base
partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
stay abreast of market trends, economic developments, and investment opportunities
provide clients with informed perspectives and recommendations
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
assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets

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
ability to travel
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

Additional Information:

Job Posted:
July 03, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Citigold Client Advisor