Senior CPC Client Advisor: Wealth Strategy for North Asia

Citigroup Inc.; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

Citigroup Inc. is seeking a Citigold Private Client Advisor in Singapore to provide strategic wealth management and bespoke financial solutions for high-net-worth clients. You will be the primary contact, building long-term relationships and coordinating with internal specialists.

The role emphasizes wealth preservation, growth, and intergenerational wealth transfer, requiring a strong entrepreneurial spirit and a track record in client acquisition and service excellence.

Qualifications

• 8+ years of experience in wealth management or related field serving high-net-worth clients.
• Experience in North Asia Markets with networks for client growth and business development.
• Fluency in Mandarin is desirable for non-English speaking clients in North Asia.
• Proven track record in business development and client relationship management.
• Deep understanding of financial markets and wealth planning principles.
• Mandatory certifications as required for advising on and selling financial products.

Responsibilities

• Strategic Wealth Management: Develop and implement personalized financial plans including investment management, retirement planning, estate planning, tax optimization, and risk management.
• Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, conduct portfolio reviews, communicate market insights, and address inquiries.
• Business Development: Identify and pursue new opportunities within the high-net-worth segment via networks and referrals.
• Collaboration: Partner with internal specialists to provide comprehensive financial solutions.
• Market Analysis: Stay informed on market trends and opportunities; provide insights to clients.
• Client Events: Organize events to foster relationships and share insights.
• Compliance, Risk & Controls: Ensure KYC/AML and compliance; assess risk and escalate/control issues transparently.

Skills

Wealth management

Client relationship management

Business development

Market analysis

KYC/AML compliance

Cross-cultural communication

Education

Bachelor's degree

Job description

Citigroup Inc. is seeking a Citigold Private Client Advisor in Singapore to provide strategic wealth management and bespoke financial solutions for high-net-worth clients. You will be the primary contact, building long-term relationships and coordinating with internal specialists.

The role emphasizes wealth preservation, growth, and intergenerational wealth transfer, requiring a strong entrepreneurial spirit and a track record in client acquisition and service excellence.