VP Private Client Wealth Advisor - North Asia

Citi; Singapore; On-site; SGD 180,000 - 260,000; Full time

Job summary

Citi seeks a Citigold Private Client Advisor to deliver tailored wealth management guidance to high-net-worth individuals in Singapore. You will partner with internal specialists to craft sophisticated strategies and maintain long-term client relationships, while driving growth in the Citi Wealth franchise.

This role emphasizes wealth preservation, intergenerational wealth transfer, and proactive client service, with a strong entrepreneurial approach to identify new opportunities and organize

Qualifications

• 8+ years of experience in wealth management or a related field serving high-net-worth clients.

Responsibilities

• 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 and leverage networks/referrals.
• Collaboration: Partner with internal specialists to provide clients with comprehensive financial solutions.
• Market Analysis: Stay abreast of market trends and opportunities to provide informed perspectives.
• Client Events: Organize and host client events to foster relationships and provide insights.
• Compliance, Risk & Controls: Ensure KYC/AML and other compliance norms are adhered to and escalate issues with transparency.

Skills

Wealth management

Client relationship management

Business development

Market analysis

Communication skills

Analytical skills

Independent worker

Cross-cultural awareness

Mandarin language

Education

Bachelor's/University degree

Job description

Citi seeks a Citigold Private Client Advisor to deliver tailored wealth management guidance to high-net-worth individuals in Singapore. You will partner with internal specialists to craft sophisticated strategies and maintain long-term client relationships, while driving growth in the Citi Wealth franchise.

This role emphasizes wealth preservation, intergenerational wealth transfer, and proactive client service, with a strong entrepreneurial approach to identify new opportunities and organize