Citigold Client Advisor (South Asia)

Citibank (Switzerland) AG; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

Citi Private Bank Singapore is seeking a Citigold Client Advisor for the South Asia region to deliver tailored wealth management guidance for high-net-worth clients. You will partner with internal specialists to provide holistic solutions and manage strategic relationships across Southeast Asia.

The role emphasizes wealth preservation, growth, intergenerational planning, and complying with regulatory standards while building a strong entrepreneurial client service culture in a hybrid work

Qualifications

• 6–10+ years of experience in wealth management serving high-net-worth clients.
• Experience in Southeast Asia markets, with regional networks a plus.
• Fluency in English; additional Southeast Asian languages are advantageous.
• Strong analytical, communication, and interpersonal skills.

Responsibilities

• Strategize and implement personalized wealth plans including investments, retirement, estate planning, tax optimization, and risk management.
• Develop and maintain relationships with high-net-worth clients as primary contact.
• Identify new business opportunities and expand the client base.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Monitor market trends and provide informed insights to clients.
• Organize client events to strengthen relationships and share market insights.
• Ensure compliance with KYC/AML and risk controls.

Skills

Wealth management

Relationship management

Business development

Client engagement

Communication skills

Education

Bachelor's degree

Job description

## Citigold Client Advisor (South Asia)Apply: Hybrid: Sg Singapore: Full time: Posted Yesterday: 26999489The Citigold Client Advisor 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 affluent, high-net-worth, and ultra-high-net-worth clients across Southeast Asia. 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 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. 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 Counselors, 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**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.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 judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency. ### **Qualifications*** 6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients.* Relevant experience in one or more South Asia markets (Malaysia, Indonesia, Thailand and/or the Philippines), with established networks and a proven ability to acquire, manage, and deepen relationships with affluent and high-net-worth clients. Candidates with regional coverage across multiple Southeast Asian markets will be viewed favorably.* Strong understanding of the cultural nuances, business practices, and wealth management needs of Southeast Asian clients.* Fluency in English is required. Proficiency in a relevant regional language such as Bahasa Indonesia, Thai, Malay, Tagalog, Mandarin, or other Southeast Asian languages would be advantageous depending on the candidate's market coverage.* 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**Bachelor's/University degree.------------------------------------------------------## **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.*