Financial and Advisor Specialist Job at Robert Half (New Gloucester)

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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 (Bancassurance Specialists, Investment Consultants, Treasury 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

Global benefits designed to support well-being, growth, and work-life balance

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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
Bachelor’s degree from an accredited institution

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

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

New

Director, Business Development

Under general direction with a high level of autonomy, uses extensive knowledge ...

Location

United States

Salary:

100000.00 - 140000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Business Administration, Bachelor’s: Marketing
General Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Knowledge of fundamental concepts, principles and practices of the company sponsored retirement plan industry
Skill in identifying the needs of plan sponsors through effective questioning and listening techniques
Skill in supporting advisors in efforts to grow their business
Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Skill in preparing and delivering clear, convincing, and professional sales presentations to small and large audiences
Skill in problem solving sufficient to effectively analyze, research and resolve inquiries and issues in a timely manner
Skill in analyzing business processes and identifying process improvement opportunities

Job Responsibility

Create new and manage existing relationships with retirement plan specialist, Registered Investment Advisors, financial advisors/brokers and agents to generate required production/sales revenue from service offerings throughout a given territory
Lead projects, programs or processes with significant business impact involving cross-functional teams
Develop tactical plans and complete complex assignments with substantial latitude for unreviewed actions or decisions
Provide comprehensive solutions to complex problems or needs
Build and maintain relationships with financial advisors to generate revenue within a specific territory
Identify, qualify and engage with retirement plan specialist advisors in territory
Build mutually beneficial, long-term business relationships with retirement plan specialist advisors in territory
Assist with educating financial advisors on the benefits of offered services for their clients through individual or group meetings presentations, including branch visits, seminars, and conferences/trade shows
Develop and implement business plans for the territory to deliver on sales goals
Present sales activities at weekly meetings

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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 (e.g., investment counselors, wealth planners, FX 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

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) 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

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 (e.g., investment counselors, wealth planners, FX 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

Citigold Client Advisor

Strategic partner for high-net-worth individuals delivering comprehensive wealth...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2 to 5 (or more) years of experience in wealth management or 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
Experience managing high-net-worth clients residing in North Asian markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin and English
Ability to travel
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

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 as primary point of contact
Conduct regular portfolio reviews and communicate market insights
Identify and pursue new business opportunities within high-net-worth segment
Partner with internal specialists to provide comprehensive financial solutions
Stay abreast of market trends and economic developments
Organize and host client events
Ensure KYC/AML and compliance norms are strictly adhered to
Appropriately assess risk when making business decisions

Fulltime

Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) 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

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

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) 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

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

Financial and Advisor Specialist

Robert Half

Location:
United States , New Gloucester

Category:
Education

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 14, 2026

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Job Responsibility:

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Job Posted:
March 14, 2026