Senior Private Wealth Advisor – North Asia

Citi; Singapore; Presencial; SGD 180 000 - 240 000; Tempo integral

Resumo da oferta

Citi is seeking a Citigold Private Client (CPC) Client Advisor in Singapore. The role focuses on delivering bespoke wealth management guidance to high-net-worth individuals, building long-term relationships, and coordinating with internal specialists to offer holistic solutions that drive wealth preservation and growth.

Expect a client-centric, entrepreneurial professional who proactively enhances the client experience and contributes to Citi Wealth franchise growth.

Qualificações

• 10+ years of experience in wealth management or related field serving high-net-worth clients.
• Experience in North Asia Markets (China, Hong Kong, Taiwan) with networks for client growth.
• Strong understanding of North Asian culture and practices.
• Proven track record in business development and client relationship management.
• Deep understanding of financial markets, investment strategies, wealth planning.
• Strong analytical, communication, and interpersonal skills.
• Mandatory certifications as required for advising on and selling financial products.

Responsabilidades

• 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.
• Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities.
• Client Events: Organize and host client events to foster relationships and provide market insights.
• Compliance, Risk & Controls: Ensure KYC/AML and compliance norms are followed; assess risk and uphold Citi’s governance.

Conhecimentos

Relationship management

Business development

Analytical skills

Communication

Interpersonal skills

Formação académica

Bachelor’s degree (required) or higher

Master’s degree preferred

Descrição da oferta de emprego

Citi is seeking a Citigold Private Client (CPC) Client Advisor in Singapore. The role focuses on delivering bespoke wealth management guidance to high-net-worth individuals, building long-term relationships, and coordinating with internal specialists to offer holistic solutions that drive wealth preservation and growth.

Expect a client-centric, entrepreneurial professional who proactively enhances the client experience and contributes to Citi Wealth franchise growth.