NRI Wealth Advisor | Cross-Border Investing & Banking

CITIBANK SINGAPORE LIMITED; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Citibank Singapore Limited, via Citigold, seeks a strategic Client Advisor to guide affluent NRI clients with comprehensive wealth management and tailored financial solutions. The role centers on investment management, cross-border planning, and seamless banking services.

The Advisor builds deep, long-term relationships, collaborates with internal specialists, and proactively seeks opportunities to grow assets while maintaining a compliant, client-centric approach for international portfolios.

Qualifications

• 4 to 7 (or more) years of experience in wealth management or related field.
• Experience with the Non-Resident Indian (NRI) market and client acquisition.
• Understanding of cross-border wealth planning and currency solutions.
• Proficiency in Hindi and/or regional Indian languages is advantageous.
• Proven track record of meeting or exceeding business targets in client acquisition and AUM growth.
• Solid grounding in financial markets, investment products, and FX solutions.
• Strong communication, relationship-building, and negotiation skills.
• Ability to work independently with strong self-motivation while contributing to team goals.
• Mandatory regulatory licenses and certifications required for financial product sales and advisory.

Responsibilities

• Formulate and execute tailored wealth plans across investments, savings, retirement, insurance, and risk management.
• Guide clients on international investment solutions, portfolio diversification, and multi-currency banking.
• Cultivate and manage an assigned portfolio of affluent NRI clients as their primary wealth advisor and banking contact.
• Proactively acquire new NRI clients through referrals, diaspora networks, and digital leads.
• Collaborate with internal product partners to deliver tailored product solutions.
• Monitor market trends and currency movements to provide timely advisory.
• Support client seminars and relationship-building initiatives for the NRI segment.
• Ensure complete adherence to KYC/AML regulations and cross-border policies.

Skills

Wealth management

Relationship management

Business development

Cross-border banking

Education

Bachelor's degree

Job description

Citibank Singapore Limited, via Citigold, seeks a strategic Client Advisor to guide affluent NRI clients with comprehensive wealth management and tailored financial solutions. The role centers on investment management, cross-border planning, and seamless banking services.

The Advisor builds deep, long-term relationships, collaborates with internal specialists, and proactively seeks opportunities to grow assets while maintaining a compliant, client-centric approach for international portfolios.