Citigold Client Advisor (North Asia)

Citi; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

Citi is looking for a Citigold Client Advisor in Singapore to deliver comprehensive wealth management guidance to high-net-worth individuals. This role involves developing personalized financial strategies, cultivating strong client relationships, and conducting portfolio reviews. Ideal candidates will have 2 to 10 years of relevant experience in North Asia markets, with fluency in Mandarin or Cantonese and a deep understanding of financial markets.

The position emphasizes compliance and risk management, ensuring adherence to KYC/AML norms while fostering client relationships. Join Citi to empower clients in achieving their financial goals.

Qualifications

• 2 to 10 years of experience in wealth management, serving high-net-worth clients.
• Experience in North Asia Markets with strong networks for client growth.
• Fluent in Mandarin/Cantonese and English.

Responsibilities

• Develop personalized financial plans for investment management and estate planning.
• Cultivate relationships with high-net-worth clients and conduct portfolio reviews.
• Identify and pursue new business opportunities in the high-net-worth segment.

Skills

Wealth management experience

Business development

Client relationship management

Mandarin proficiency

Cantonese proficiency

Financial market knowledge

Analytical skills

Interpersonal skills

Education

Bachelor's/University degree

Job description

Overview

The Citigold Client Advisor (North Asia) role is a strategic partner for high‑net‑worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions. Serving as a trusted advisor, the Citigold 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 Citigold Client Advisor is expected to possess a strong entrepreneurial spirit and consistently seek opportunities to enhance the client experience.

Responsibilities

• Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimisation, 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 counsellors, 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: Organise 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 judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications

• 2 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.

Education

Minimum Bachelor’s/University degree

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, colour, 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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