Elite Wealth Advisor - Singapore

Citigroup Inc.; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A global bank in Singapore seeks a Citigold Client Advisor to provide personalized wealth management solutions for high-net-worth clients. The role requires 6+ years of experience in wealth management, strong client relationship skills, and a comprehensive understanding of investment products. This position offers the opportunity to impact clients' financial well-being and collaborate with internal specialists to deliver tailored advice.

Qualifications

• 6+ years of experience in wealth management or related field.
• Strong local market knowledge and experience advising clients.
• Robust understanding of investment products and financial planning tools.

Responsibilities

• Design and implement tailored financial strategies.
• Cultivate long-term relationships with high-net-worth individuals.
• Drive portfolio expansion through proactive prospecting.
• Partner with internal specialists for integrated solutions.
• Stay current with market trends and translate insights into advice.
• Organize exclusive client events for engagement.
• Ensure compliance with KYC/AML and internal policies.

Skills

Wealth management experience

Client relationship management

Investment knowledge

Analytical skills

Communication skills

Education

Bachelor’s degree

Job description

A global bank in Singapore seeks a Citigold Client Advisor to provide personalized wealth management solutions for high-net-worth clients. The role requires 6+ years of experience in wealth management, strong client relationship skills, and a comprehensive understanding of investment products. This position offers the opportunity to impact clients' financial well-being and collaborate with internal specialists to deliver tailored advice.