Strategic Private Wealth Advisor for HNW Clients

Citigroup; Singapore; On-site; SGD 180,000 - 280,000; Full time

Job summary

Citigroup seeks a CPC Client Advisor in Singapore to partner with affluent clients, delivering bespoke wealth management guidance and comprehensive financial solutions. The role focuses on wealth preservation, growth, and intergenerational transfer, building deep, long-term relationships and coordinating with internal specialists.

Ten-plus years in wealth management with NW clients; strong networks in North Asia markets and a proactive, entrepreneurial mindset are valued.

Qualifications

• 10+ years of wealth management experience with high-net-worth clients.
• Strong networks in North Asia Markets (China, Hong Kong, Taiwan) beneficial.
• Proven track record in business development and client relationship management.

Responsibilities

• Develop personalized financial plans including investment management, retirement, estate planning, tax optimization, and risk management.
• Cultivate and deepen relationships with high-net-worth clients, conduct regular portfolio reviews, and address inquiries.
• Identify and pursue new business opportunities within the high-net-worth segment.
• Collaborate with internal specialists to provide comprehensive financial solutions.

Skills

Relationship management

Portfolio reviews

Market insights

Financial planning

Education

Bachelor's degree

Master's degree preferred

Tools

CRM systems

Job description

Citigroup seeks a CPC Client Advisor in Singapore to partner with affluent clients, delivering bespoke wealth management guidance and comprehensive financial solutions. The role focuses on wealth preservation, growth, and intergenerational transfer, building deep, long-term relationships and coordinating with internal specialists.

Ten-plus years in wealth management with NW clients; strong networks in North Asia markets and a proactive, entrepreneurial mindset are valued.