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Citi Logo Citi · Finance

CPC Client Advisor

Singapore, Singapore · Job Posted June 26, 2025
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Job Description

The Citigold Private Client (CPC) 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 CPC 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.

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
  • Business Development: Identify and pursue new business opportunities within the high-net-worth segment
  • Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions
  • Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities
  • 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

  • 10+ 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
  • Strong understanding of North Asian culture and practices
  • Fluent in Mandarin/Cantonese as well as English
  • 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
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  • Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
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  • 10+ years of experience in wealth management or a related field, serving high-net-worth clients
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  • Ability to work independently and as part of a team
  • Mandatory certifications as required for advising on and selling financial products
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  • 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
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