CrawlJobs Logo

Citigold Relationship Banker

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Singapore , Singapore

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

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. With a strong entrepreneurial mindset and a commitment to delivering excellence, the Citigold Client Advisor plays a vital role in driving growth and making a meaningful difference in clients’ financial journeys.

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:

  • 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

Additional Information:

Job Posted:
January 06, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Citigold Relationship Banker

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role. Applies spec...
Location
Location
Mexico , Guadalajara
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years relevant experience
  • Ability to manage relationships both internal and external
  • Ability to prioritize
  • Mandatory certifications as required for selling financial products
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Client Account Management
  • Review CG customer needs and asset allocation
  • Advise CG customers to enrich relationships by mobilizing additional funds and selling fee-based products
  • Review product penetration for assigned client base
  • Ensure coverage of all relationships through customer engagements, risk profiling and financial planning
  • Organize CG customer events to enhance customer bonding
  • Acquire new CitiGold customers through converting referral leads
  • Compliance, Risk & Controls
  • Ensure KYC/AML and other compliance norms are strictly adhered to
  • Assess risk when making business decisions
  • Fulltime
Read More
Arrow Right

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...
Location
Location
Mexico , Monterrey
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's/University degree or equivalent experience
  • 0-2 years relevant experience
  • ability to manage relationships both internal and external
  • ability to prioritize
  • mandatory certifications as required for selling financial products
  • Licenciatura Económico-Administrativo concluida
  • experiencia como Becarios, Servicio Social o Practicas Profesionales
  • conocimiento en Inversiones, Mercado Financiero, Derivados
  • certificación AMIB Figura 3 (deseable)
  • habilidades: Trabajo en Equipo, Comunicación Efectiva, Capacidad Analítica, Resolución de Problemas y Atención a Cliente
Job Responsibility
Job Responsibility
  • Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
  • advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products or services based on the current and future customer needs
  • review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
  • ensure coverage of all relationships through customer engagements, risk profiling and financial planning
  • organize CG customer events to enhance customer bonding
  • acquire new CitiGold customers through converting referral leads
  • ensure that KYC/AML and other compliance norms are strictly adhered to
  • fulfill the clients’ necessities while providing an exceptional client experience
  • appropriately assess risk when business decisions are made by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
  • brindar apoyo al banquero patrimonial en la gestión y atención del cliente de alto valor
  • Fulltime
Read More
Arrow Right

Citigold Relationship Banker

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
  • 6+ 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
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
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • Volunteerism opportunities
  • Global network support
  • Fulltime
Read More
Arrow Right

Personal Banker

The Personal Banker is an entry level position responsible for the assistance in...
Location
Location
Mexico , Rosarito
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-4 years of relevant experience
  • Banking, retail or other related sales and service experience preferred
  • Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities
  • Demonstrated ability to develop and execute a sales plan
  • Proficient computer skills
  • Demonstrated ability to engage in outbound sales activities and acquire new business
  • High School diploma or equivalent
Job Responsibility
Job Responsibility
  • Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, phone and community outreach) to identify new prospects and cross-selling opportunities with current clients
  • Discuss background/needs of prospect, clearly communicate potential solutions and promote/sell financial products such as account, credit cards, insurance, personal loans, investments
  • Execute integrated sales, relationship, credit strategies and outbound sales activities (e.g., phone out-reach, community events) or conduct client visits
  • Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Citigold) to obtain and provide referrals
  • On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
  • Understand and adhere to operational controls to ensure the safety and security of assets
  • Coach tellers and staff on products/special programs, identifying client needs, and providing appropriate referrals
  • 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
New

Sales Executive

Ready to take the next step in your career? At Vertu Vauxhall Macclesfield, we’r...
Location
Location
United Kingdom , Macclesfield
Salary
Salary:
22000.00 - 45000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 12 months’ experience in automotive sales
  • Strong communication skills — verbal, written, and visual
  • Flexibility to work weekends as part of your schedule
  • A full UK driving licence (manual and automatic)
Job Responsibility
Job Responsibility
  • Deliver a warm, respectful, customer-first experience from first contact to handover
  • Help customers explore options and find the right vehicle for their needs
  • Build and maintain relationships through networking and prospecting — both in-person and online
  • Work collaboratively as part of a high-performing team focused on shared success
What we offer
What we offer
  • 25 days holiday (rising to 29 with service) plus bank holidays
  • Enhanced maternity and paternity leave
  • Ongoing training and career development
  • Online rewards platform with cashback and discounts
  • Preferential service rates for your vehicle
  • Colleague purchase scheme
  • Share incentive plan
  • Pension scheme
  • Company car provided
  • Balanced schedule: 40 hours per week, with a guaranteed weekday off
  • Fulltime
Read More
Arrow Right
New

Project Engineer

Join Core Controls as a Project Engineer! Are you passionate about cutting-edge ...
Location
Location
United Kingdom , Ilkeston
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Full UK Driving License
  • Strong technical knowledge of control systems, instrumentation, and automation technologies
  • 10 years’ experience in systems integration with a proven track record of managing complex engineering projects
Job Responsibility
Job Responsibility
  • Designing control systems
  • Developing and implementing SCADA systems
  • Creating and deploying PLC code
  • On-site commissioning and testing
  • Preparing documentation
  • Training end users
  • Ensuring adherence to quality standards and industry regulations
  • Maintaining effective communication with clients, team members, and management
  • Mentoring colleagues and fostering a culture of continuous learning
What we offer
What we offer
  • Sick Pay
  • Flexible Working Hours
  • 32 Days Annual Leave
  • Your Birthday Off with Pay
  • Employee Wellbeing Program
  • Free Onsite Gym
  • Pension Contribution
Read More
Arrow Right
New

Team Member

Team Member role covering Bar Staff and Receptionist positions at Goals Football...
Location
Location
United Kingdom , Dagenham
Salary
Salary:
10.00 - 12.21 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to work in a fast paced and fun sporting environment
  • Passion for delivering high service levels
  • For Bar Staff: ability to handle rush of a busy environment, smart appearance, positive sales and service driven attitude, ability to create rapport with customers
  • For Receptionist: outgoing personality, ability to work under pressure, computer literacy, cash handling skills, face to face enquiry skills, excellent telephone sales skills
  • Must be 18+
  • Must be able to work shifts including evenings and weekends
Job Responsibility
Job Responsibility
  • Bar Staff: create rapport with customers, encourage them to stay longer and return, deliver highest standards in a professional and efficient manner
  • Receptionist: complement existing dynamic and motivated Reception team, handle front of house duties
What we offer
What we offer
  • Birthday Holiday
  • Paid breaks
  • Pension scheme
  • Access to employee assistance careline for you and your family
  • Bonus scheme based on KP’s
  • Team incentives
  • 50% Discount on Goals related products (parties function hire, food)
  • Free individual pitch hire
  • Annual events
  • Uniform provided
Read More
Arrow Right
New

Deputy Manager

At Liaise, we are inspired by our values of Positive, Progressive, and Personal ...
Location
Location
United Kingdom , Waltham Abbey
Salary
Salary:
15.50 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Clear enhanced DBS Record
  • Experience of Social Services and Local Authorities
  • MUST have a health & social care degree and or management qualification within the health care sector or an equivalent
  • Must have sound knowledge and understanding of CQC and current legislations
  • Excellent presentation and communication skills
  • Full UK Driving Licence (desirable)
  • Minimum of two years’ experience in a similar role
Job Responsibility
Job Responsibility
  • Team leadership and management – to lead, direct and support a team
  • Completing and regularly reviewing risk assessments and developing individual person-centred support plans
  • Ensure all documentation and records completed by support workers are completed accurately, in a timely manner, and in line with company policy and procedures
  • Undertaking regular supervisions and spot checks of support workers
  • Completing competency reviews
  • Investigations into complaints and safeguarding issues and ensure actions are completed
  • Conducting direct observations as required
  • Providing person-centred support for all the people we support
  • Maintaining up-to-date computerised and manual records
  • Implementing quality control procedures and processes
What we offer
What we offer
  • Market leading pay rates
  • Length of service leave (up to five extra days holiday)
  • Fully funded Blue Light Discount Card
  • Access to Wagesteam – our financial wellbeing app that lets you access your pay as and when you earn it, get discounts at supermarkets and helps you save
  • Employee Assistance Programme (access to free telephone counselling and legal advice)
  • Free compliance training, and opportunities to develop
  • NEST Pension Scheme
  • Flexibility in creating your own rota to suit your life
  • Free enhanced DBS check
  • Life Assurance (2 x salary)
  • Fulltime
Read More
Arrow Right