CPC Client Advisor - Vice President

Citibank (Switzerland) AG; Singapore; On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG's Citigold Private Client Advisor role focuses on delivering bespoke wealth management guidance to high-net-worth individuals, building long-term relationships, and coordinating with internal specialists to offer holistic solutions.

The position emphasizes wealth preservation, intergenerational planning, and proactive engagement with North Asia clients, with Mandarin proficiency highly valued.

Qualifications

• 8+ years of wealth management experience with high-net-worth clients.
• Experience in North Asia markets with strong client networks.
• Mandarin language skills to advise non-English speaking clients.
• Proven track record in business development and client relationship management.

Responsibilities

• Develop and implement personalized wealth plans for high-net-worth clients.
• Manage client relationships as the primary contact and conduct portfolio reviews.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Identify new business opportunities within the North Asia market.
• Stay informed on market trends to provide informed guidance.
• Ensure compliance with KYC/AML and Firm policies.

Skills

Wealth management

High-net-worth clients

Relationship management

Business development

North Asia markets

Mandarin fluency

Financial markets

Communication skills

Team player

Education

Bachelor's degree

Job description

The Citigold Private Client (CPC) 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 Private 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 Citigold Private 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

• 8 (or more) 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.
• Fluency in Mandarin is desired to be able to provide professional advice to non-English speaking clients based in North Asia markets (Greater China, Hong Kang, and Taiwan)
• 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

• Education: Bachelor's/University degree

Job Details

• Job Family Group: Private Client Coverage
• Job Family: Relationship Banker
• Time Type: Full time

Most Relevant Skills

Most Relevant Skills Please see the requirements listed above.

Other Relevant Skills

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

Equal Opportunity Statement

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. View Citi’s EEO Policy Statement and the Know Your Rights poster.