Elite Wealth Advisor for Private Clients

Citi; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

Citi is seeking a Citigold Client Advisor in Singapore to serve emerging affluent and high-net-worth individuals with holistic wealth management solutions. You will anticipate client needs and deliver sophisticated strategies across investments, retirement, legacy planning and risk management.

You will work with internal specialists to provide tailored advice, build enduring relationships, and drive growth through proactive engagement while ensuring KYC/AML compliance and ethical standards.

Qualifications

• 4 - 10+ years of experience in wealth management or related field serving affluent/HNW clients in Singapore.
• Strong local market knowledge in wealth, retirement and legacy planning.
• Proven success in business development, client acquisition and relationship deepening.
• Robust understanding of investment products, wealth strategies, and financial planning tools.

Responsibilities

• Design and implement tailored financial strategies including investment management, retirement and legacy planning.
• Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals.
• Drive portfolio expansion through prospecting, referrals, and Citi’s global platform; conduct regular reviews.
• Collaborate with Bancassurance Specialists, Investment Consultants, Treasury Specialists to deliver end-to-end solutions.
• Stay current with market trends, opportunities, regulatory changes; translate insights into actionable advice.

Skills

Client relationship management

Business development

Communication skills

Analytical skills

Independent worker

Education

Bachelor’s degree

Regulatory certifications (Singapore)

Job description

Citi is seeking a Citigold Client Advisor in Singapore to serve emerging affluent and high-net-worth individuals with holistic wealth management solutions. You will anticipate client needs and deliver sophisticated strategies across investments, retirement, legacy planning and risk management.

You will work with internal specialists to provide tailored advice, build enduring relationships, and drive growth through proactive engagement while ensuring KYC/AML compliance and ethical standards.