CPC North Asia Client Advisor: Wealth Strategy Lead

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

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.