Wealth Advisor for Emerging Affluent & HNW Clients

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

Job summary

A leading global bank in Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions. You will engage with affluent clients, create tailored financial strategies, and ensure compliance with regulations. Ideal candidates have 2+ years of relevant experience and strong market knowledge. This role emphasizes relationship-building and strategic thinking, presenting an opportunity to make a significant impact on clients' financial journeys.

Qualifications

• 2 to 4+ years of experience in wealth management or a related field.
• Strong local market knowledge advising affluent clients.
• Demonstrated success in business development and client acquisition.

Responsibilities

• Design and implement tailored financial strategies for clients.
• Cultivate long-term relationships with high-net-worth individuals.
• Drive portfolio expansion through proactive prospecting and referrals.

Skills

Wealth management

Client acquisition

Relationship management

Investment products knowledge

Analytical skills

Education

Bachelor’s degree from an accredited institution

Job description

A leading global bank in Singapore is seeking a Citigold Client Advisor to provide personalized wealth management solutions. You will engage with affluent clients, create tailored financial strategies, and ensure compliance with regulations. Ideal candidates have 2+ years of relevant experience and strong market knowledge. This role emphasizes relationship-building and strategic thinking, presenting an opportunity to make a significant impact on clients' financial journeys.