CPC Client Advisor (North Asia Market)

Citigroup Inc.; Singapore; On-site; SGD 120,000 - 150,000; Full time

Job summary

A leading global financial services firm in Singapore is seeking an experienced Client Advisor to provide wealth management guidance and personalized financial solutions to high-net-worth individuals. The ideal candidate will have over 10 years of experience in wealth management, particularly in North Asia markets. Responsibilities include developing financial plans, fostering client relationships, and collaborating with internal specialists. The role requires fluency in Mandarin or Cantonese and a strong understanding of the financial landscape.

Qualifications

• 10+ years of experience in wealth management with high-net-worth clients.
• Experience in North Asia Markets with a focus on business development.
• Strong understanding of North Asian culture and practices.

Responsibilities

• Develop and implement personalized financial plans.
• Cultivate and strengthen client relationships.
• Identify new business opportunities in wealth management.

Skills

Wealth management experience

Client relationship management

Business development

Fluency in Mandarin/Cantonese

Analytical skills

Education

Bachelor's degree

Master's degree preferred

Job description

Overview

The Citigold Private Client (CPC) 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 CPC 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 CPC 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

• 10+ 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: Bachelor's/University degree, Master’s degree preferred.

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.

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