Private Wealth Advisor VP – North Asia (Mandarin/Cantonese)

Citi; Singapore; Sur place; SGD 90 000 - 130 000; Plein temps

Résumé du poste

Citi is seeking a CPC Client Advisor in Singapore to guide high-net-worth clients with comprehensive wealth management strategies, blending investment management, planning, and risk oversight. The role emphasizes proactive client engagement and collaboration with internal specialists.

Ideal candidates bring extensive wealth-management experience, Mandarin/Cantonese fluency, and a proven ability to grow client bases through strong relationship skills and market insight.

Qualifications

• Fluent in Mandarin/Cantonese and English.
• Proven track record in wealth management for high-net-worth clients.
• Strong analytical, communication, and interpersonal skills.
• Experience in North Asia markets is a plus.
• Mandatory certifications as required for advising on and selling financial products.

Responsabilités

• Strategic Wealth Management: Develop and implement personalized financial plans encompassing 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 point of contact for all wealth management needs.
• Business Development: Identify and pursue new business opportunities within the high-net-worth segment and leverage referrals to expand the client base.
• Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends and provide informed perspectives and recommendations.
• Client Events: Organize and host client events to foster relationships and provide market insights.
• Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to.

Connaissances

Mandarin

Cantonese

English

Relationship management

Business development

Wealth management

Financial markets knowledge

Formation

Bachelor's degree

Master's degree preferred

Description du poste

Citi is seeking a CPC Client Advisor in Singapore to guide high-net-worth clients with comprehensive wealth management strategies, blending investment management, planning, and risk oversight. The role emphasizes proactive client engagement and collaboration with internal specialists.

Ideal candidates bring extensive wealth-management experience, Mandarin/Cantonese fluency, and a proven ability to grow client bases through strong relationship skills and market insight.