Regional Wealth & Insurance Planning Advisor

Citigroup Inc.; Singapore; Presencial; SGD 120 000 - 180 000; Tempo integral

Resumo da oferta

Citigroup Inc. in Singapore seeks a Wealth Planning Advisor within IPB to deliver bespoke wealth planning and insurance solutions for high-net-worth clients across Southeast Asia, Greater China, North Asia and EMEA.

You will work with Client Advisors and Market Managers to tailor strategies that meet clients' financial goals while ensuring regulatory compliance. The role requires deep product knowledge, excellent advisory communication, and willingness to travel regionally to support client

Qualificações

• Minimum university degree.
• 5-8 years of wealth planning/insurance advisory experience.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications.

Responsabilidades

• Collaborate with Client Advisors and Market Managers to deliver wealth planning and insurance solutions to high-net-worth clients.
• Act as a subject matter expert on insurance products, wealth planning concepts, and regulatory frameworks within an offshore banking context.
• Provide in-depth, customized wealth plans aligned with clients' financial objectives and risk profiles.
• Maintain up-to-date knowledge of new insurance products, industry trends, and regulatory changes relevant to SEA, Greater China, North Asia or EMEA.
• Coordinate with product specialists and legal teams to ensure holistic client advice and efficient case management.

Conhecimentos

Wealth planning expertise

Client relationship management

Regulatory knowledge

Strong communication

Formação académica

University degree

Descrição da oferta de emprego

Citigroup Inc. in Singapore seeks a Wealth Planning Advisor within IPB to deliver bespoke wealth planning and insurance solutions for high-net-worth clients across Southeast Asia, Greater China, North Asia and EMEA.

You will work with Client Advisors and Market Managers to tailor strategies that meet clients' financial goals while ensuring regulatory compliance. The role requires deep product knowledge, excellent advisory communication, and willingness to travel regionally to support client