North Asia Wealth Advisor for High-Net-Worth Clients

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

Job summary

Citibank (Switzerland) AG is seeking a Citigold Client Advisor (North Asia) in Singapore. You will be a strategic partner for high-net-worth individuals, delivering bespoke wealth management guidance and investment strategies, while collaborating with internal specialists to provide a holistic client experience.

Responsibilities include relationship management, wealth planning, market analysis, and client events, with a focus on North Asia markets and adherence to compliance standards.

Qualifications

• Bachelor's degree required.
• 4 to 7 years of wealth management experience.
• Fluent in Mandarin/Cantonese as well as English.

Responsibilities

• Strategic Wealth Management: develop and implement personalized financial plans including investment management, retirement planning, estate planning, tax optimization, and risk management.
• Relationship Management: cultivate and strengthen relationships with high-net-worth clients, serving as their primary contact and conducting regular portfolio reviews.
• Business Development: identify and pursue new opportunities within the high-net-worth segment to grow the client base.
• Collaboration: partner with internal specialists to provide comprehensive financial solutions.
• Market Analysis: stay informed on market trends and provide informed recommendations.
• Client Events: organize and host events to deepen relationships and share market insights.
• Compliance, Risk & Controls: ensure KYC/AML and other compliance norms are met and manage risk transparently.

Skills

Mandarin

Cantonese

English

Education

Bachelor's degree

Job description

Citibank (Switzerland) AG is seeking a Citigold Client Advisor (North Asia) in Singapore. You will be a strategic partner for high-net-worth individuals, delivering bespoke wealth management guidance and investment strategies, while collaborating with internal specialists to provide a holistic client experience.

Responsibilities include relationship management, wealth planning, market analysis, and client events, with a focus on North Asia markets and adherence to compliance standards.