Global Wealth Advisor for Emerging HNW Clients

CITIBANK SINGAPORE LIMITED; Singapore; On-site; SGD 75,000 - 100,000; Full time

Job summary

A leading global bank in Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions for affluent clients. This role focuses on cultivating long-term relationships, understanding client needs, and delivering tailored financial strategies. The ideal candidate has 4-6 years of relevant experience, strong market knowledge, and excellent communication skills. The position requires mandatory financial certifications and a collaborative mindset. The bank offers a supportive environment aimed at professional growth.

Qualifications

• 4 to 6+ years of experience in wealth management or a related field.
• Strong local market knowledge in Singapore.
• Demonstrated success in client acquisition.
• Understanding of investment products and financial tools.
• Mandatory certifications for advising on financial products.

Responsibilities

• Design and implement tailored financial strategies for clients.
• Cultivate deep relationships with high-net-worth individuals.
• Drive portfolio growth through proactive prospecting.
• Partner with internal specialists for integrated solutions.
• Stay current with market trends and regulatory changes.
• Organize exclusive client events and provide insights.
• Ensure compliance with KYC/AML and internal policies.

Skills

Wealth management expertise

Client relationship management

Business development

Market analysis

Communication skills

Education

Bachelor’s degree

Job description

A leading global bank in Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions for affluent clients. This role focuses on cultivating long-term relationships, understanding client needs, and delivering tailored financial strategies. The ideal candidate has 4-6 years of relevant experience, strong market knowledge, and excellent communication skills. The position requires mandatory financial certifications and a collaborative mindset. The bank offers a supportive environment aimed at professional growth.