Wealth Advisor for Emerging Affluent Clients

Citi; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading global bank is seeking a Citigold Client Advisor in Singapore, responsible for providing personalized wealth management solutions to emerging affluent and high-net-worth clients. This role involves designing tailored financial strategies, cultivating long-term relationships, and driving portfolio growth through proactive engagement. The ideal candidate will have 2 to 4 years of experience in wealth management, strong investment knowledge, and exceptional communication skills. Join this dynamic team to make a meaningful impact on clients' financial journeys.

Qualifications

• 2 to 4+ years of experience in wealth management or a related field.
• Strong knowledge of local market and financial planning.
• Demonstrated success in client acquisition.

Responsibilities

• Design tailored financial strategies for clients.
• Cultivate long-term relationships with high-net-worth individuals.
• Drive portfolio growth through proactive client engagement.

Skills

Wealth management experience

Client relationship building

Business development

Investment knowledge

Analytical skills

Communication skills

Team collaboration

Education

Bachelor’s degree

Job description

A leading global bank is seeking a Citigold Client Advisor in Singapore, responsible for providing personalized wealth management solutions to emerging affluent and high-net-worth clients. This role involves designing tailored financial strategies, cultivating long-term relationships, and driving portfolio growth through proactive engagement. The ideal candidate will have 2 to 4 years of experience in wealth management, strong investment knowledge, and exceptional communication skills. Join this dynamic team to make a meaningful impact on clients' financial journeys.