North Asia UHNW Wealth Advisor - Strategy & Growth

PowerToFly; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A global financial services provider in Singapore seeks a Citigold Client Advisor to deliver comprehensive wealth management for high-net-worth individuals. The role requires 4 to 7 years of relevant experience and fluency in Mandarin/Cantonese and English. The Advisor will manage client relationships, develop personalized financial strategies, and collaborate with specialists. This position offers a chance to significantly impact clients' financial goals while being part of a culture that values diversity and inclusion.

Qualifications

• 4 to 7 years of experience in wealth management or a related field, serving high-net-worth clients.
• Fluent in Mandarin/Cantonese and English.
• Proven track record of success in business development and client relationship management.

Responsibilities

• Develop and implement personalized financial plans.
• Cultivate and strengthen relationships with high-net-worth clients.
• Identify and pursue new business opportunities within the high-net-worth segment.
• Partner with internal specialists to provide comprehensive financial solutions.
• Stay abreast of market trends and provide informed perspectives.
• Organize and host client events to foster relationships.
• Ensure compliance with KYC/AML norms.

Skills

Wealth management

Client relationship management

Business development

Strong analytical skills

Communication skills

Education

Bachelor's/University degree

Job description

A global financial services provider in Singapore seeks a Citigold Client Advisor to deliver comprehensive wealth management for high-net-worth individuals. The role requires 4 to 7 years of relevant experience and fluency in Mandarin/Cantonese and English. The Advisor will manage client relationships, develop personalized financial strategies, and collaborate with specialists. This position offers a chance to significantly impact clients' financial goals while being part of a culture that values diversity and inclusion.