Citigold Client Advisor, Citi

Citigold Client Advisor

Citi

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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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.

Job Responsibility:

Design and implement tailored financial strategies including 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
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi's global platform
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

Requirements:

6+ years of experience in wealth management or related field
Experience serving affluent and high-net-worth clients in Singapore
Strong local market knowledge
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
Bachelor's degree from an accredited institution

Additional Information:

Job Posted:
September 12, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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