Senior Private Wealth Advisor for HNW Growth

Citigroup Inc.; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

Citigroup Inc. is seeking a CPC Client Advisor in Singapore to serve high-net-worth clients with strategic wealth management, bespoke financial planning, and comprehensive investment guidance.

The role emphasizes relationship management, cross-division collaboration, and proactive client engagement to grow the Citi Wealth franchise. The successful candidate will lead personalized financial strategies, partner with internal specialists, stay ahead of market developments, and drive excellent

Qualifications

• 10+ years of wealth management experience with high-net-worth clients.
• Experience in North Asia Markets (China, Hong Kong, Taiwan) and client growth.
• Strong understanding of North Asian culture and practices.
• Proven track record in business development and client relationships.
• Deep understanding of financial markets, investments, and wealth planning.
• Strong analytical, communication, and interpersonal skills.
• Ability to work independently and as part of a team.
• Mandatory certifications for advising on and selling financial products.
• Education: Bachelor's/University degree; Master's preferred.

Responsibilities

• Strategic Wealth Management: Develop personalized financial plans including investment, retirement, estate planning, tax optimization, and risk management.
• Relationship Management: Cultivate relationships with high-net-worth clients as the main point of contact, conduct portfolio reviews and address inquiries.
• Business Development: Identify new opportunities within high-net-worth segment and leverage referrals to grow the client base.
• Collaboration: Partner with internal specialists to provide comprehensive financial solutions.
• Market Analysis: Stay informed on market trends and opportunities and advise clients accordingly.
• Client Events: Organize and host events to strengthen client relationships and share insights.
• Compliance, Risk & Controls: Ensure KYC/AML and other compliance norms are followed and escalate control issues when needed.

Skills

Wealth management experience

Relationship management

Business development

Market analysis

Communication skills

Education

Bachelor's degree / Master's preferred

Job description

Citigroup Inc. is seeking a CPC Client Advisor in Singapore to serve high-net-worth clients with strategic wealth management, bespoke financial planning, and comprehensive investment guidance.

The role emphasizes relationship management, cross-division collaboration, and proactive client engagement to grow the Citi Wealth franchise. The successful candidate will lead personalized financial strategies, partner with internal specialists, stay ahead of market developments, and drive excellent