Senior Wealth & Insurance Planning Strategist

Citi; Singapore; Sur place; SGD 90 000 - 130 000; Plein temps

Résumé du poste

Citi Wealth Planning Advisor role seeks to provide comprehensive insurance-driven wealth planning advice to high-net-worth clients across Southeast Asia, Greater China/North Asia, and EMEA. The advisor acts as a technical authority while exercising diplomacy with Client Advisors and Market Managers within IPB.

The professional stays current on insurance products, regulatory requirements, and market trends; designs bespoke plans, collaborates with product and legal teams, and supports case

Qualifications

• Minimum university degree required.
• 5-8 years of experience in wealth planning advisory or insurance advisory roles, preferably within an offshore banking or financial services environment.
• Proven expertise in managing client relationships and providing comprehensive financial advice.
• Broad understanding of financial services, diverse insurance product solutions, and all aspects of wealth planning strategies and concepts (e.g., estate planning, retirement planning, legacy planning).
• Exceptional client-centric skills, including outstanding interpersonal, verbal, and written communication abilities, with a strong emphasis on clarity and diplomacy.
• Willingness and ability to travel frequently across Southeast Asia or Greater China /North Asia or EMEA region.
• CMFAS papers (M5, M9, M9A, HI) or equivalent international certifications, as required by regulatory standards.

Responsabilités

• Collaborate closely with Client Advisors and Market Managers within IPB to deliver comprehensive wealth planning advice and insurance solutions to high-net-worth clients.
• Act as a primary subject matter expert on insurance products, wealth planning concepts, and relevant regulatory frameworks within an offshore banking context.
• Provide in-depth analysis and customized wealth plans tailored to individual client needs, ensuring alignment with their long-term financial objectives and risk profiles.
• Maintain continuous and up-to-date knowledge of new insurance products, industry trends, regulatory changes, and economic developments relevant to wealth planning in Southeast Asia or Greater China /North Asia or EMEA
• Leverage and coordinate with internal and external specialists (e.g., product specialists, legal) to ensure holistic and expert-driven client advice.
• Partner with product support teams to facilitate efficient case management, solution design, and policy implementation.
• Provide high-quality advisory support and clear communication to Client Advisors, Market Managers, and clients, ensuring transparency and understanding of complex insurance and wealth planning strategies.
• Participate in and present at client events, educational seminars, and workshops to share insights on wealth planning strategies and insurance solutions, fostering client engagement and understanding.
• Travel within the region as required.
• Appropriately assess and manage risks associated with wealth planning recommendations, upholding the firm's reputation and safeguarding client interests. This includes adhering to all applicable laws, rules, regulations, and internal policies, exercising sound ethical judgment, and transparently escalating and reporting control issues.
• Other duties as assigned.

Connaissances

Client advisory

Regulatory knowledge

Communication

Diplomacy

Formation

Bachelor degree

Description du poste

Citi Wealth Planning Advisor role seeks to provide comprehensive insurance-driven wealth planning advice to high-net-worth clients across Southeast Asia, Greater China/North Asia, and EMEA. The advisor acts as a technical authority while exercising diplomacy with Client Advisors and Market Managers within IPB.

The professional stays current on insurance products, regulatory requirements, and market trends; designs bespoke plans, collaborates with product and legal teams, and supports case