CPC Client Advisor (North Asia Market) - Vice President

Citi; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

Citi is seeking a Citigold Private Client Advisor in Singapore to lead strategic wealth management for high-net-worth individuals. You will craft personalized investment strategies, coordinate with specialists, and nurture long-term client relationships as the main point of contact.

You will drive business development within the HNW segment, collaborate across teams, and stay ahead of market developments to deliver tailored financial solutions while ensuring strict compliance and risk controls.

Qualifications

• 10+ years of experience in wealth management or a related field serving high-net-worth clients.
• North Asia Markets experience with client growth and networks.
• Fluent in Mandarin/Cantonese and English.
• Certifications required for advising on and selling financial products.
• Strong track record in business development and client relationships.

Responsibilities

• Develop and implement personalized wealth plans including investment management, retirement planning, estate planning, tax optimization, and risk management.
• Cultivate and maintain relationships with high-net-worth clients as the primary contact.
• Identify and pursue new business opportunities within the high-net-worth segment.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Stay informed on market trends and provide informed insights to clients.
• Organize client events to strengthen relationships and provide market insights.
• Ensure compliance with KYC/AML and risk controls; uphold Citi policies and governance.

Skills

High-net-worth client servicing

Relationship management

Mandarin/Cantonese

English

Business development

Risk & Compliance

Financial planning

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.

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

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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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