Citigold Client Advisor

Citi; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A global financial institution in Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions to high-net-worth clients. You will build lasting relationships, create tailored financial strategies, and collaborate with specialists to meet diverse client needs. The ideal candidate has 2 to 4+ years of experience in wealth management and a strong understanding of investment and financial products. This role combines client engagement with strategic advisory in a prestigious setting.

Qualifications

• 2 to 4+ years of experience in wealth management or related field.
• Strong local market knowledge for advising affluent clients.
• Success in business development and client acquisition.

Responsibilities

• Design and implement tailored financial strategies for clients.
• Cultivate long-term relationships with high-net-worth individuals.
• Drive portfolio growth through proactive prospecting.

Skills

Wealth management expertise

Client relationship management

Investment strategies

Strong interpersonal skills

Market analysis

Education

Bachelor’s degree

Job description

Shape your Career with Citi

At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Citi Global Wealth

Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

Overview

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.

Key Responsibilities

• 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.

Qualifications

• 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.

Education

Bachelor’s degree from an accredited institution.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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