Private Wealth Advisor for Emerging & UHNW Clients

Citi; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Citi Global Wealth's Citigold Client Advisor in Singapore partners with emerging affluent and high-net-worth clients to deliver bespoke wealth management solutions. You will assess goals, risk, and timelines, coordinating with internal specialists to craft tailored investment, retirement, and legacy plans.

As a client-centric advisor, you’ll nurture enduring relationships, drive portfolio growth through referrals, and ensure governance and compliance across KYC/AML practices while staying

Qualifications

• Bachelor’s degree required in a relevant field.
• 2–5 years of wealth management experience in Singapore.
• Strong local market knowledge and client advisory experience.
• Experience in business development and client acquisition.
• Solid understanding of investment products and wealth planning tools.
• Excellent interpersonal, analytical and communication skills.
• Willingness to travel within Singapore for client engagement.
• Mandatory certifications for advising on financial products in Singapore.

Responsibilities

• Design and deliver comprehensive wealth management strategies for emerging affluent and high-net-worth clients.
• Engage clients to understand goals and risk tolerance, building long-term relationships.
• Drive portfolio growth through referrals and Citi’s platform; conduct regular reviews.
• Collaborate with Bancassurance, Investment Consultants, Treasury Specialists.
• Stay informed on market trends, opportunities, regulatory changes; translate into actionable advice.
• Organize client events to share insights and strengthen engagement.
• Ensure compliance with KYC/AML, regulatory and internal policies; manage risk.
• Advise on retirement, legacy and estate planning as part of holistic planning.

Skills

Wealth management

Client relations

Business development

Investment products

Regulatory compliance

Communication

Team collaboration

Education

Bachelor’s degree

Job description

Citi Global Wealth's Citigold Client Advisor in Singapore partners with emerging affluent and high-net-worth clients to deliver bespoke wealth management solutions. You will assess goals, risk, and timelines, coordinating with internal specialists to craft tailored investment, retirement, and legacy plans.

As a client-centric advisor, you’ll nurture enduring relationships, drive portfolio growth through referrals, and ensure governance and compliance across KYC/AML practices while staying