Senior Wealth Advisor, Southeast Asia – UHNW

Citi

Singapore

On-site

SGD 120,000 - 240,000

Full time

14 days+

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Job summary

The CitiGold Client Advisor in Singapore leads strategic wealth management for high-net-worth individuals, delivering tailored financial plans and coordinated solutions with internal specialists. You will build and deepen long-term client relationships, conduct regular reviews, and identify growth opportunities across Southeast Asia while upholding strict KYC/AML compliance and risk controls.

The role requires entrepreneurial drive and the ability to collaborate across teams to enhance the

Qualifications

  • 6 to 10+ years in wealth management serving high-net-worth clients.
  • Experience in Southeast Asia markets such as Malaysia, Indonesia, Thailand, or Philippines.
  • Fluency in English; regional language skills are a plus.
  • Certified in relevant financial products.
  • Strong analytical and interpersonal skills.

Responsibilities

  • Develop personalized wealth plans including investments, retirement, estate planning.
  • Manage relationships with high-net-worth clients and conduct portfolio reviews.
  • Identify new business opportunities within the high-net-worth segment.
  • Collaborate with Investment Counselors, Wealth Planners and FX Specialists.
  • Monitor market trends and provide informed recommendations.
  • Organize client events to share insights.
  • Ensure KYC/AML compliance and risk controls.

Skills

Relationship management
Business development
Wealth management
Market analysis
Communication skills

Education

Bachelor’s degree

Job description

The CitiGold Client Advisor in Singapore leads strategic wealth management for high-net-worth individuals, delivering tailored financial plans and coordinated solutions with internal specialists. You will build and deepen long-term client relationships, conduct regular reviews, and identify growth opportunities across Southeast Asia while upholding strict KYC/AML compliance and risk controls.

The role requires entrepreneurial drive and the ability to collaborate across teams to enhance the

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