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Job summary
A global financial services company in Singapore seeks a Citigold Client Advisor to provide comprehensive wealth management guidance to high-net-worth clients. This role involves developing personalized financial plans, strengthening client relationships, and identifying business opportunities. Candidates require 2-5 years of experience in wealth management, with fluency in Mandarin and Cantonese preferred. Competitive compensation and a full-time position are offered.
Qualifications
2 to 5 years of experience in wealth management serving high-net-worth clients.
Relevant experience in North Asia Markets with networks for client growth.
Strong understanding of North Asian culture and practices.
Responsibilities
Develop and implement personalized financial plans.
Cultivate and strengthen relationships with clients.
Identify and pursue new business opportunities.
Skills
Wealth management experience
Client relationship management
Business development
Fluent in Mandarin/Cantonese
Strong analytical skills
Education
Bachelor's/University degree
Job description
A global financial services company in Singapore seeks a Citigold Client Advisor to provide comprehensive wealth management guidance to high-net-worth clients. This role involves developing personalized financial plans, strengthening client relationships, and identifying business opportunities. Candidates require 2-5 years of experience in wealth management, with fluency in Mandarin and Cantonese preferred. Competitive compensation and a full-time position are offered.