North Asia Private Wealth Advisor for High-Net-Worth Clients

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

Job summary

Citigroup seeks a Citigold Client Advisor in Singapore to serve high-net-worth clients with personalized wealth management strategies, including investment management, planning, and bespoke financial solutions.

The role emphasizes relationship-building, cross-team collaboration with investment counselors and wealth planners, and proactive client servicing while ensuring KYC/AML compliance and risk control.

Qualifications

• 2–5+ years in wealth management serving high-net-worth clients.
• Experience in North Asia Markets with networks for client growth.
• Fluent in Mandarin and Cantonese, as well as English.
• Certifications as required for advising on and selling financial products.

Responsibilities

• Develop and implement personalized wealth plans encompassing investments, retirement planning, estate planning, tax optimization, and risk management.
• Manage relationships with high-net-worth clients; conduct portfolio reviews and address inquiries.
• Identify and pursue new business opportunities within the high-net-worth segment.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Stay informed on market trends and provide clients with informed perspectives.

Skills

Wealth management

Relationship management

Business development

Market analysis

English

Mandarin

Cantonese

Communication

Interpersonal skills

Education

Bachelor's degree

Job description

Citigroup seeks a Citigold Client Advisor in Singapore to serve high-net-worth clients with personalized wealth management strategies, including investment management, planning, and bespoke financial solutions.

The role emphasizes relationship-building, cross-team collaboration with investment counselors and wealth planners, and proactive client servicing while ensuring KYC/AML compliance and risk control.