Senior Private Wealth Advisor – Southeast Asia

Citigroup Inc.; Singapore; On-site; SGD 150,000 - 230,000; Full time

Job summary

Citigroup Inc. is seeking a Citigold Client Advisor to partner with high-net-worth individuals, delivering bespoke wealth management guidance and tailored financial solutions.

The role focuses on wealth preservation, growth, and intergenerational transfers across Southeast Asia, with a strong entrepreneurial mindset and collaboration with internal specialists to provide a holistic client experience. The advisor builds deep, long-term relationships as the central contact, proactively addressing

Qualifications

• Experience in wealth management or related field with high-net-worth clients.
• Fluency in English; knowledge of regional Southeast Asian languages is a plus.
• Certifications as required for advising and selling financial products.

Responsibilities

• Develop and implement personalized financial plans including investment management, retirement and estate planning.
• Cultivate and strengthen relationships with high-net-worth clients; conduct portfolio reviews and address inquiries.
• Identify new business opportunities within the high-net-worth segment and leverage referrals.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Stay informed on market trends and provide informed perspectives to clients.
• Organize client events to foster relationships and share market insights.
• Ensure compliance with KYC/AML and other regulatory requirements.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Independent work

Education

Bachelor's/University degree

Job description

Citigroup Inc. is seeking a Citigold Client Advisor to partner with high-net-worth individuals, delivering bespoke wealth management guidance and tailored financial solutions.

The role focuses on wealth preservation, growth, and intergenerational transfers across Southeast Asia, with a strong entrepreneurial mindset and collaboration with internal specialists to provide a holistic client experience. The advisor builds deep, long-term relationships as the central contact, proactively addressing