Citigold Client Advisor (South Asia)

Citigroup Inc.; Singapore; On-site; SGD 150,000 - 230,000; Full time

Job summary

Citigroup Inc. is seeking a Citigold Client Advisor to partner with high-net-worth individuals, delivering bespoke wealth management guidance and tailored financial solutions.

The role focuses on wealth preservation, growth, and intergenerational transfers across Southeast Asia, with a strong entrepreneurial mindset and collaboration with internal specialists to provide a holistic client experience. The advisor builds deep, long-term relationships as the central contact, proactively addressing

Qualifications

• Experience in wealth management or related field with high-net-worth clients.
• Fluency in English; knowledge of regional Southeast Asian languages is a plus.
• Certifications as required for advising and selling financial products.

Responsibilities

• Develop and implement personalized financial plans including investment management, retirement and estate planning.
• Cultivate and strengthen relationships with high-net-worth clients; conduct portfolio reviews and address inquiries.
• Identify new business opportunities within the high-net-worth segment and leverage referrals.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Stay informed on market trends and provide informed perspectives to clients.
• Organize client events to foster relationships and share market insights.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Independent work

Education

Bachelor's/University degree

Job description

The 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.

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Job Family Group:

Private Client Coverage

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Job Family:

Relationship Banker

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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