Citigold Client Advisor, Citi

Citigold Client Advisor

Citi

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted 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 as primary point of contact
Conduct regular portfolio reviews and communicate market insights
Identify and pursue new business opportunities within high-net-worth segment
Partner with internal specialists to provide comprehensive financial solutions
Stay abreast of market trends and economic developments
Organize and host client events
Ensure KYC/AML and compliance norms are strictly adhered to
Appropriately assess risk when making business decisions

Requirements:

2 to 5 (or more) years of experience in wealth management or 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
Experience managing high-net-worth clients residing in North Asian markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin and 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
Bachelor's/University degree or relevant experience

Nice to have:

Experience with high-net-worth clients from North Asia markets
Strong entrepreneurial spirit

Additional Information:

Job Posted:
September 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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