Insurance & Wealth Planner - Greater China

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

Job summary

Citigroup Inc. is seeking a Wealth Planning Advisor within the International Personal Bank (IPB) to provide comprehensive insurance-driven wealth planning for high-net-worth clients in Greater China and North Asia.

The role combines strategic advisory with technical expertise and requires collaboration with Client Advisors and Market Managers. You will stay abreast of regulatory requirements, market trends, and product developments, coordinating with specialists to deliver tailored solutions.

Qualifications

• Minimum university degree.
• 5–8 years wealth planning advisory or insurance advisory experience.
• CMFAS papers (M5, M9, M9A, HI) or equivalent.
• Strong client relationship management and financial advisory skills.
• Willingness to travel across Greater China / North Asia.

Responsibilities

• Collaborate with Client Advisors and Market Managers to deliver wealth planning advice and insurance solutions to high-net-worth clients.
• Act as a subject matter expert on insurance products and wealth planning concepts within offshore banking context.
• Provide customized wealth plans aligned with clients' financial objectives and risk profiles.
• Maintain up-to-date knowledge of insurance products, industry trends, regulatory changes, and economic developments relevant to Greater China / North Asia.
• Coordinate with internal and external specialists to ensure holistic client advice.
• Partner with product support teams to facilitate case management, solution design, and policy implementation.
• Provide high-quality advisory support and clear communication to clients and stakeholders.
• Participate in client events and seminars to share wealth planning insights; travel as required.
• Uphold ethics, assess and manage risks, and escalate control issues as needed.

Skills

Client advisory

Insurance knowledge

Communication

Diplomacy

Regulatory awareness

Education

University degree

Job description

Citigroup Inc. is seeking a Wealth Planning Advisor within the International Personal Bank (IPB) to provide comprehensive insurance-driven wealth planning for high-net-worth clients in Greater China and North Asia.

The role combines strategic advisory with technical expertise and requires collaboration with Client Advisors and Market Managers. You will stay abreast of regulatory requirements, market trends, and product developments, coordinating with specialists to deliver tailored solutions.