North Asia Private Wealth Advisor

Citigroup Inc.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A global financial institution located in Singapore is hiring a Citigold Client Advisor. This role involves crafting personalized wealth management strategies for high-net-worth clients, managing relationships, and identifying new business opportunities. The ideal candidate will have significant experience in wealth management, deep knowledge of North Asian markets, and fluency in Mandarin or Cantonese. The Advisor must hold the necessary certifications for financial advising and be adept at navigating complex financial landscapes.

Qualifications

• 4 to 7 years of experience in wealth management for high-net-worth clients.
• Relevant experience in North Asia Markets with established networks.
• Mandatory certifications for advising on financial products.

Responsibilities

• Develop personalized financial plans for clients.
• Cultivate long-term relationships with high-net-worth clients.
• Identify new business opportunities in the high-net-worth segment.
• Collaborate with internal specialists for comprehensive solutions.
• Stay informed of market trends to provide client recommendations.

Skills

Experience in wealth management

Fluent in Mandarin/Cantonese

Strong analytical skills

Client relationship management

Knowledge of North Asian markets

Education

Bachelor's/University degree

Job description

A global financial institution located in Singapore is hiring a Citigold Client Advisor. This role involves crafting personalized wealth management strategies for high-net-worth clients, managing relationships, and identifying new business opportunities. The ideal candidate will have significant experience in wealth management, deep knowledge of North Asian markets, and fluency in Mandarin or Cantonese. The Advisor must hold the necessary certifications for financial advising and be adept at navigating complex financial landscapes.