CrawlJobs Logo

Cpc client advisor

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 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. 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 CPC 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
  • 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

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
  • Ideally with experience managing high-net-worth clients residing in these markets
  • 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
  • Bachelor's/University degree, Master's degree preferred

Additional Information:

Job Posted:
February 19, 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 Cpc client advisor

CPC Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
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
  • Fulltime
Read More
Arrow Right

Cpc Client Advisor

The Citigold Private Client (CPC) Client Advisor is a strategic partner for high...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
  • Ideally with experience managing high-net-worth clients residing in these markets
  • 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
Job Responsibility
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, serving as their primary point of contact for all wealth management needs
  • Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
  • Identify and pursue new business opportunities within the high-net-worth segment
  • Leverage existing networks and referrals to expand the client base
  • Partner with internal specialists to provide clients with comprehensive financial solutions
  • Stay abreast of market trends, economic developments, and investment opportunities
  • Provide clients with informed perspectives and recommendations
  • Organize and host client events to foster relationships and provide valuable market insights
  • Ensure that KYC/AML and other compliance norms are strictly adhered to
  • Fulltime
Read More
Arrow Right
New

Coverage Counsel

GEICO is seeking a Coverage Counsel to join its Enterprise Litigation and Invest...
Location
Location
United States , Chevy Chase; New York; Cleveland; Chicago
Salary
Salary:
118900.00 - 235750.00 USD / Year
Geico
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Juris Doctor (JD) degree from an accredited law school
  • Admission to practice law in at least one U.S. jurisdiction
  • 3–7 years of substantive experience in coverage litigation, including direct involvement in coverage disputes, declaratory judgment actions, and related insurance litigation
  • Proven track record of managing complex coverage matters, including bad faith and extra-contractual claims
  • Strong analytical, problem-solving, and decision-making skills
  • Excellent written and verbal communication skills, with the ability to explain complex coverage concepts to claims professionals and non-lawyers
  • Experience conducting factual and legal research, drafting coverage opinions, and preparing litigation documents
Job Responsibility
Job Responsibility
  • Advise the claims organization on coverage issues, including interpretation of policy language and application to specific claims
  • Manage and litigate coverage disputes, including declaratory judgment actions and appeals
  • Provide legal guidance on bad faith and extra-contractual allegations related to coverage matters
  • Conduct factual and legal research, draft coverage opinions, and develop in-house presentations on coverage topics
  • Review documents and provide recommendations to Legal Department management
What we offer
What we offer
  • Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family’s overall well-being
  • Financial benefits including market-competitive compensation
  • a 401K savings plan vested from day one that offers a 6% match
  • performance and recognition-based incentives
  • and tuition assistance
  • Access to additional benefits like mental healthcare as well as fertility and adoption assistance
  • Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year
  • Fulltime
Read More
Arrow Right
New

Retail display installer

2020 Companies seeks a reliable, detail-oriented, and self-motivated Field Servi...
Location
Location
United States , Springfield
Salary
Salary:
17.10 USD / Hour
2020companies.com Logo
2020 Companies, Inc
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Must be 18 or older (due to insurance requirements)
  • Must be authorized to work in the United States
  • Flexible availability Monday through Friday
  • Weekend and holiday availability as needed
  • Early morning and late-night availability as needed
  • Maintain a minimum of 20 hours of fieldwork within a rolling 30-day period
  • Climb a ladder up to 10 feet in height
  • Safely lift and carry up to 60lbs
  • Able to kneel, walk, crouch, bend over, handle/grasp, and reach overhead
  • Ability to adjust to the ever-changing variety of tasks and work environments
Job Responsibility
Job Responsibility
  • Installing and building displays, end caps, and fixturing
  • Maintaining and updating displays according to planograms/ client requests
  • Conducting break-fix repairs
  • Installing and updating sales floor fixtures and endcaps
  • Performing build-outs, resets, and display repairs
  • Following plan-o-grams and client-specific directives
  • Work independently, meet deadlines, and use mobile applications and technology to complete assignments
  • Manage store-level relationships
  • Ensure top-quality execution on every project
  • Respond and remain responsible for consistent communication with field services management quickly (within 24 hours of contact)
What we offer
What we offer
  • Paid drive time and mileage reimbursement
  • Paid training
  • Job assignments include both flexible self-scheduling options and fixed shifts based on availability
  • Variety of projects and clients
  • Next-day pay on demand with DailyPay
  • Parttime
Read More
Arrow Right
New

Account Manager

We're an iconic Aussie brand with a global footprint. Our purpose is to build a ...
Location
Location
Australia , Wagga Wagga
Salary
Salary:
Not provided
https://www.telstra.com.au/ Logo
Telstra
Expiration Date
February 26, 2026
Flip Icon
Requirements
Requirements
  • An excellent communicator with strong interpersonal, engagement and presentation skills who can present to the executives or the willingness to learn these skills
  • Strategic thinking with the ability to adapt to change
  • Able to make impact on the TBTCs performance and team engagement and culture
  • Demonstrated commitment to relationship building and working in partnership with key stakeholders is desirable
Job Responsibility
Job Responsibility
  • Take ownership for managing relevant customer relationships to support ongoing development, drive customer satisfaction and achieve revenue and sales objectives for the defined portfolio
  • Contribute to implementing the segment and portfolio strategy with a strong emphasis on outbound campaigns to win back and acquire new customers
  • Take accountability for managing inbound/outbound customer sales and service contracts, exploring sales opportunities, responding to queries and escalating complaints and leads to more experienced team members as required, to ensure timely remediation and positive customer experiences
  • Authentically collaborate with peers, team members and key stakeholders across the TBTC channel (e.g. Field Sales Team and internal Telstra team and partners) to support the identification and qualification of leads
  • Participate in customer initiatives such as developing and maintaining relevant account and portfolio plans that support ongoing relationship development and contribute to the achievement of financial and customer targets (revenue, profitability, NPS) & exceptional customer data quality
  • Meet individual and team sales and performance KPIs with a focus on acquisition metrics
  • Continue to upskill and develop capability and knowledge across Telstra’s portfolio of products and business solutions
  • Identify areas of improvement and actively embrace change and technology to better support our business customers
What we offer
What we offer
  • Performance-related pay
  • Access to thousands of learning programs so you can level-up
  • Purchased annual leave scheme
  • Additional Telstra day off
  • Additional 30% off Telstra products and services
  • Toolkit provided (laptop + mobile phone + plan paid for)
  • Fulltime
!
Read More
Arrow Right
New

Construction Materials Technician

We are currently seeking a Construction Material Technician to join our team at ...
Location
Location
Ireland , Aughnacliffe, Co. Longford
Salary
Salary:
Not provided
breedongroup.com Logo
Breedon Group plc
Expiration Date
March 06, 2026
Flip Icon
Requirements
Requirements
  • Good level of literacy & numeracy
  • Experience of working in a team environment, providing information and support to colleagues
  • Ability to be flexible in working hours, working night shifts or weekends if required
  • Computer literacy, knowledge of Microsoft Office suite including Excel
  • Driving licence to enable the post holder to fulfil the duties of the role
  • Ability to carry out sampling of aggregates, concrete and asphalt, which involves manual handling and working in an outdoor operational environment.
Job Responsibility
Job Responsibility
  • Test and sample aggregate, bituminous and unbound and earthworks materials including grading analysis, binder content and physical, chemical and mechanical testing in a safe and efficient manner, both in the laboratory and on contracting sites/plant
  • Conduct daily organoleptic checks for lab, production facilities and all stockpiles
  • Maintain a safe and tidy workspace and ensure the efficient running of the laboratory
  • Maintain quality standards by following Company and accrediting bodies quality procedures and protocol
  • Record sample details on test record sheets and laboratory software
  • Calibrate all testing equipment
  • Prepare for inspections from independent accrediting bodies
  • Undertake daily laboratory equipment checks
  • Investigate all material related complaints & provide suitable & sufficient feedback & evidence to support
  • Assist operational staff in daily quarry and depot activities
What we offer
What we offer
  • 35 per year days' annual leave days (inclusive of Bank Holidays)
  • Company pension scheme
  • Life Assurance Scheme
  • 1 day per year to volunteer with a charity of your choice (fully paid!) and fund-matching up to €200 for charitable events
  • Make a Material Difference Awards
  • Employee Assistance Programme providing a wide range of health and wellbeing support 24/7
  • Option to participate in our ShareSave scheme
  • Access to our employee benefits platform, giving you discounts on a wide variety of high street shops and brands
  • Cycle to work with our Bike to work scheme
  • Broad learning opportunities, training, and career progression pathways.
  • Fulltime
Read More
Arrow Right
New

District Support Pharmacist

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Enfield
Salary
Salary:
60.00 - 76.00 USD / Hour
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
April 09, 2026
Flip Icon
Requirements
Requirements
  • Active Pharmacist License in the state where the Store is located
  • Active National Provider Identifier (NPI)
  • Not on the DEA Excluded Parties list
  • Ability to travel within a reasonable radius to support market staffing as business needs require
  • Regular and predictable attendance, including nights and weekends
  • Ability to complete required training within designated timeframe
  • Attention and Focus: Ability to concentrate on a task over a period of time
  • Ability to pivot quickly from one task to another to meet patient and business needs
  • Ability to confirm prescription information and label accuracy, ensuring patient safety
  • Customer Service and Team Orientation: Actively look for ways to help people, and do so in a friendly manner
Job Responsibility
Job Responsibility
  • Traveling the district to fill pharmacist shifts as scheduled by the District Performance Coordinator (DPC)
  • overseeing the pharmacy and serving as the Pharmacy Manager’s proxy during bench shifts without overlap
  • Supporting safe and accurate prescription fulfillment by following—and directing the pharmacy team to follow—pharmacy workflow procedures and utilizing the safety guardrails at every workstation
  • Assumes Pharmacy Manager’s day-to-day duties when serving as the only or the primary pharmacist-on-duty
  • Contributing to positive patient experiences by showing empathy and genuine care and coaching the pharmacy team to do the same: demonstrating compassionate care, collaborating with the patient’s total healthcare team, and proactively resolving insurance and/or medication issues
  • Proactively offering and delivering immunizations to keep patients healthy
  • engaging and supporting Pharmacy Technicians to learn to immunize
  • Supporting the effective management of pharmacy inventory in all pharmacies worked by following—and guiding the pharmacy team to follow—all inventory best practices, with a special focus on protecting cold chain products for our patients and our business
  • Remaining flexible for both scheduling and business needs, while contributing to a safe, inclusive, and engaging team dynamic
  • Maintaining relevant clinical and technical skills for the job as the industry evolves (including but not limited to company-required trainings and CMEs)
What we offer
What we offer
  • Affordable medical plan options
  • a 401(k) plan (including matching company contributions)
  • an employee stock purchase plan
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
  • Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility
  • Parttime
Read More
Arrow Right
New

Backend Staff Software Engineer - Billing Platform

The Billing Platform team at GEICO oversees the tools, infrastructure, data, rep...
Location
Location
United States , Chevy Chase; Palo Alto; Dallas
Salary
Salary:
110000.00 - 230000.00 USD / Year
Geico
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years of professional, hands-on software development experience
  • Strong experience in architecting and designing large-scale, complex systems
  • Proficient coding skills in Java, Golang, or similar languages, capable of producing high-performance, production-quality code
  • Experience with a wide range of technologies, including SQL and NoSQL databases, Kafka, Spark, Airflow, or their equivalents
  • Proficient in using cloud computing tools throughout the software development lifecycle, with deep expertise in DevOps, observability, telemetry, and test automation
  • Skilled in collaborating across engineering teams and other functions to build alignment, drive decision-making, and communicate transparently
  • Bachelor’s and/or Master’s degree, preferably in CS, or equivalent experience
Job Responsibility
Job Responsibility
  • Oversee high-level and low-level designs of one or more sub-systems of the billing platform we are building
  • Be responsible and accountable for the quality, reliability, usability, and performance of the solutions
  • Provide strategic guidance and oversight for multiple billing teams, ensuring alignment with the Platform’s technical vision and business objectives
  • Lead the design and development of complex software systems, ensuring they are scalable, maintainable, and meet high-quality standards
  • Identify and prioritize technical challenges that may pose risks to business - developing solutions to address these issues efficiently, ensuring smooth product development
  • Work closely with various departments, including product management and design, to ensure cohesive and successful project delivery
  • Facilitate effective communication and collaboration across teams to achieve common goals
  • Mentor and guide engineers, fostering a culture of continuous learning and improvement
  • Provide technical guidance to help team members overcome challenges and make informed decisions
What we offer
What we offer
  • Comprehensive Total Rewards program that offers personalized coverage tailor-made for you and your family’s overall well-being
  • Financial benefits including market-competitive compensation
  • a 401K savings plan vested from day one that offers a 6% match
  • performance and recognition-based incentives
  • and tuition assistance
  • Access to additional benefits like mental healthcare as well as fertility and adoption assistance
  • Supports flexibility- We provide workplace flexibility as well as our GEICO Flex program, which offers the ability to work from anywhere in the US for up to four weeks per year
  • Fulltime
Read More
Arrow Right