North Asia CPC Client Advisor – Wealth Strategy Leader

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

Job summary

Citi Private Bank in Singapore is seeking a CPC Client Advisor to lead strategic wealth management for high-net-worth clients across North Asia markets, delivering personalized financial plans and coordinating with internal specialists for holistic solutions.

The role emphasizes client relationships, market insights, and compliance. A strong entrepreneurial spirit and relevant certifications are required to support wealth growth.

Qualifications

• 10+ years of experience in wealth management serving high-net-worth clients.
• Experience in North Asia Markets (China, Hong Kong, Taiwan) with strong client-growth networks.
• Strong understanding of North Asian culture and practices.
• Mandatory certifications as required for advising on and selling financial products.

Responsibilities

• Strategic Wealth Management: Develop and implement personalized financial plans.
• Relationship Management: Cultivate relationships with high-net-worth clients as their primary contact.
• Business Development: Identify and pursue new opportunities within the high-net-worth segment.
• Collaboration: Partner with internal specialists to provide comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends and provide informed recommendations.
• Client Events: Organize events to foster relationships and share market insights.
• Compliance, Risk & Controls: Ensure KYC/AML compliance and proper risk management.

Skills

Wealth management

Relationship management

Business development

Market analysis

Communication skills

Education

Bachelor's degree

Master's degree

Job description

Citi Private Bank in Singapore is seeking a CPC Client Advisor to lead strategic wealth management for high-net-worth clients across North Asia markets, delivering personalized financial plans and coordinating with internal specialists for holistic solutions.

The role emphasizes client relationships, market insights, and compliance. A strong entrepreneurial spirit and relevant certifications are required to support wealth growth.