Global Wealth Planning Advisor - Insurance for HNW Clients

Citigroup Inc.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Citigroup Inc. in Singapore seeks a Wealth Planning Advisor to deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients across Southeast Asia, Greater China, North Asia, and EMEA.

You will serve as a technical authority on insurance products and regulatory considerations, collaborating with Client Advisors and Market Managers. The role requires advanced communication and diplomacy, the ability to coordinate with product specialists, legal teams, and clients

Qualifications

• Minimum University Degree.
• 5-8 years of wealth planning advisory or insurance advisory experience.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications.
• Willingness to travel frequently across Southeast Asia or Greater China /North Asia or EMEA.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning and insurance solutions to high-net-worth clients.
• Act as a subject matter expert on insurance products, wealth planning concepts, and regulatory frameworks within an offshore banking context.
• Provide in-depth, customized wealth plans aligned with clients' long-term financial objectives and risk profiles.
• Maintain up-to-date knowledge of new insurance products, industry trends, and regulatory changes relevant to wealth planning.
• Coordinate with product specialists and legal to ensure holistic client advice and compliant solutions.
• Support case management, solution design, and policy implementation with product teams.

Skills

Client relationships

Communication skills

Diplomacy

Education

University degree

Job description

Citigroup Inc. in Singapore seeks a Wealth Planning Advisor to deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients across Southeast Asia, Greater China, North Asia, and EMEA.

You will serve as a technical authority on insurance products and regulatory considerations, collaborating with Client Advisors and Market Managers. The role requires advanced communication and diplomacy, the ability to coordinate with product specialists, legal teams, and clients