VP, Private Wealth Advisor - North Asia

Citibank (Switzerland) AG; Singapore; On-site; Confidential; Full time

Job summary

Citibank (Switzerland) AG's Citigold Private Client Advisor role focuses on delivering bespoke wealth management guidance to high-net-worth individuals, building long-term relationships, and coordinating with internal specialists to offer holistic solutions.

The position emphasizes wealth preservation, intergenerational planning, and proactive engagement with North Asia clients, with Mandarin proficiency highly valued.

Qualifications

• 8+ years of wealth management experience with high-net-worth clients.
• Experience in North Asia markets with strong client networks.
• Mandarin language skills to advise non-English speaking clients.
• Proven track record in business development and client relationship management.

Responsibilities

• Develop and implement personalized wealth plans for high-net-worth clients.
• Manage client relationships as the primary contact and conduct portfolio reviews.
• Collaborate with internal specialists to deliver comprehensive financial solutions.
• Identify new business opportunities within the North Asia market.
• Stay informed on market trends to provide informed guidance.
• Ensure compliance with KYC/AML and Firm policies.

Skills

Wealth management

High-net-worth clients

Relationship management

Business development

North Asia markets

Mandarin fluency

Financial markets

Communication skills

Team player

Education

Bachelor's degree

Job description

Citibank (Switzerland) AG's Citigold Private Client Advisor role focuses on delivering bespoke wealth management guidance to high-net-worth individuals, building long-term relationships, and coordinating with internal specialists to offer holistic solutions.

The position emphasizes wealth preservation, intergenerational planning, and proactive engagement with North Asia clients, with Mandarin proficiency highly valued.