Elite Wealth Planner — Insurance & Offshore Advisory

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

Job summary

The Citibank (Switzerland) AG IPB team in Singapore seeks a Wealth Planning Advisor specializing in insurance for Greater China / North Asia clients. You will deliver comprehensive wealth planning and insurance solutions, acting as a technical authority with high-net-worth clients and collaborating with Client Advisors and Market Managers.

You will analyze client needs, stay updated on product trends and regulatory changes, coordinate with product, legal and external specialists, and travel

Qualifications

• Minimum university degree completed.
• 5–8 years in wealth planning advisory or insurance advisory roles.
• CMFAS papers (M5, M9, M9A, HI) or equivalent.
• Strong client relationship skills and diplomacy.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning advice and insurance solutions to high-net-worth clients.
• Act as a primary subject matter expert on insurance, wealth planning concepts, and regulatory frameworks in an offshore banking context.
• Provide in-depth analysis and customized wealth plans aligned with clients' financial objectives and risk profiles.

Skills

Wealth planning

Insurance products

Client advisory

Regulatory knowledge

Diplomacy

Education

University degree

CMFAS papers (M5, M9, M9A, HI)

Job description

The Citibank (Switzerland) AG IPB team in Singapore seeks a Wealth Planning Advisor specializing in insurance for Greater China / North Asia clients. You will deliver comprehensive wealth planning and insurance solutions, acting as a technical authority with high-net-worth clients and collaborating with Client Advisors and Market Managers.

You will analyze client needs, stay updated on product trends and regulatory changes, coordinate with product, legal and external specialists, and travel