Private Client Wealth Advisor – North Asia

Citi; Singapore; Vor Ort; SGD 120.000 - 180.000; Vollzeit

Zusammenfassung

CitiGold Client Advisor in Singapore leads strategic wealth management for high-net-worth clients, delivering bespoke investment strategies and holistic planning. You collaborate with internal specialists to craft tailored solutions that protect and grow families across generations.

The role emphasizes a proactive, client-centric approach, strong relationship management, and adherence to KYC/AML requirements, with opportunities to expand Citi Wealth with a global network.

Qualifikationen

• 4 to 7+ years of experience in wealth management for high-net-worth clients.
• Experience in North Asia Markets (China, Hong Kong, Taiwan) with strong client growth networks.
• Mandatory certifications for advising on and selling financial products.
• Strong analytical, communication, and interpersonal skills.

Aufgaben

• Develop personalized wealth management plans covering investments, retirement, estate, tax and risk.
• Cultivate relationships with high-net-worth clients as the primary contact point.
• Identify and pursue new business opportunities within the HNW segment.
• Collaborate with internal specialists to offer comprehensive financial solutions.
• Stay informed on market trends and provide informed recommendations.
• Support client events and ensure compliance with KYC/AML & controls.

Kenntnisse

Analytical skills

Communication skills

Interpersonal skills

Networking for client growth

Teamwork

Independent work

Ausbildung

Bachelor's degree

Jobbeschreibung

CitiGold Client Advisor in Singapore leads strategic wealth management for high-net-worth clients, delivering bespoke investment strategies and holistic planning. You collaborate with internal specialists to craft tailored solutions that protect and grow families across generations.

The role emphasizes a proactive, client-centric approach, strong relationship management, and adherence to KYC/AML requirements, with opportunities to expand Citi Wealth with a global network.