Citigold Client Advisor (Onshore)

Citi; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Citi Global Wealth seeks a Citigold Client Advisor in Singapore to partner with emerging affluent and high-net-worth clients, delivering holistic wealth management solutions. The role focuses on understanding client goals, offering sophisticated strategies across investments, retirement and legacy planning, and risk management with internal specialists.

You'll engage in long-term relationship building, navigate complex financial landscapes, and support intergenerational wealth transfer while

Qualifications

• 2–5 years of experience in wealth management or related field serving affluent clients in Singapore.
• Strong local market knowledge and experience advising on wealth, retirement and legacy planning needs.
• Proven 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.
• Mandatory certifications required for advising on financial products in Singapore.

Responsibilities

• Design and implement tailored financial strategies including investment management, retirement and legacy planning.
• Cultivate deep, long-term relationships with emerging affluent and high-net-worth clients.
• Drive portfolio growth through proactive prospecting and referrals; conduct regular reviews.
• Partner with internal specialists to deliver integrated financial solutions.
• Stay current with market trends and regulatory changes; translate insights into actionable advice.
• Organize client events to enhance engagement and share market perspectives.

Skills

Wealth management knowledge

Client relationship skills

Communication skills

Analytical skills

Team collaboration

Education

Bachelor’s degree

Job description

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. 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.

Shape your Career with Citi

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 - 5 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.

Job Family Group

Private Client Coverage

Job Family

Relationship Banker

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

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, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.