Citigold Client Advisor, Citi

Citi

Location:
Singapore, Singapore

Category:
Finance

Contract Type:
Not provided

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. This client-centric approach empowers clients to achieve their financial aspirations, while contributing to the growth of the Citi Wealth franchise. The Advisor builds deep, long-term relationships, acting as the central point of contact and collaborating with internal specialists to provide a holistic client experience. This role emphasizes wealth preservation, growth, and intergenerational wealth transfer, recognizing the unique needs of the world's changemakers. The Citigold Client Advisor is expected to possess a strong entrepreneurial spirit and consistently seek opportunities to enhance the client experience.

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

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
Bachelor's/University degree

Nice to have:

Fluency in regional languages
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

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

Additional Information:

Job Posted:
July 25, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Citigold Client Advisor