Citigold Client Advisor (Onshore Market)

Citigroup; Singapore; Vor Ort; SGD 120.000 - 210.000; Vollzeit

Zusammenfassung

Citigroup Inc. in Singapore, Citi Global Wealth, seeks a Citigold Client Advisor to serve emerging affluent and high-net-worth clients with holistic wealth management solutions.

You will understand goals and offer sophisticated strategies across investment management, retirement, legacy planning and risk management. The role emphasizes building enduring client relationships, collaborating with internal specialists, and delivering tailored advice for long-term financial well-being and

Qualifikationen

• 4 - 10+ 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.

Aufgaben

• Comprehensive Wealth Planning: Design and implement tailored financial strategies including 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 as their primary advisor.
• Business Development & Portfolio Growth: Drive portfolio expansion via proactive prospecting, referrals, and Citi’s global platform; conduct regular reviews.
• Collaboration & Specialist Coordination: Partner with internal specialists to deliver integrated, end-to-end financial solutions.
• Market Insights & Advisory: Stay current with market trends and translate insights into actionable advice for clients.
• Client Events & Education: Organize exclusive client events to enhance engagement and market perspectives.
• Governance, Risk & Compliance: Ensure full compliance with KYC/AML and internal policies; manage risk and ethical standards.
• Travel locally for client engagement when necessary to deepen relationships.

Kenntnisse

Wealth management

Business development

Relationship management

Investment products

Financial planning

Client engagement

Ausbildung

Bachelor’s degree

Jobbeschreibung

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 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

• 4 - 10+ 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:

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.