Wealth Advisor for Emerging Affluents

Citigroup Inc.; Singapore; On-site; SGD 120,000 - 210,000; Full time

Job summary

Citigroup Inc. in Singapore, Citi Global Wealth, seeks a Citigold Client Advisor to serve emerging affluent and high-net-worth clients with holistic wealth management solutions.

You will understand goals and offer sophisticated strategies across investment management, retirement, legacy planning and risk management. The role emphasizes building enduring client relationships, collaborating with internal specialists, and delivering tailored advice for long-term financial well-being and

Qualifications

• 4 - 10+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore.
• Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs.
• Demonstrated success in business development, client acquisition, and relationship deepening.
• Robust understanding of investment products, wealth strategies, and financial planning tools.
• Excellent interpersonal, analytical, and communication skills.
• Ability to work both independently and as part of a collaborative team.
• Mandatory certifications required for advising on financial products in Singapore.
• Willingness to travel locally for client engagement when necessary.

Responsibilities

• Comprehensive Wealth Planning: Design and implement tailored financial strategies including investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation.
• Client Engagement & Relationship Management: Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals as their primary advisor.
• Business Development & Portfolio Growth: Drive portfolio expansion via proactive prospecting, referrals, and Citi’s global platform; conduct regular reviews.
• Collaboration & Specialist Coordination: Partner with internal specialists to deliver integrated, end-to-end financial solutions.
• Market Insights & Advisory: Stay current with market trends and translate insights into actionable advice for clients.
• Client Events & Education: Organize exclusive client events to enhance engagement and market perspectives.
• Governance, Risk & Compliance: Ensure full compliance with KYC/AML and internal policies; manage risk and ethical standards.
• Travel locally for client engagement when necessary to deepen relationships.

Skills

Wealth management

Business development

Relationship management

Investment products

Financial planning

Client engagement

Education

Bachelor’s degree

Job description

Citigroup Inc. in Singapore, Citi Global Wealth, seeks a Citigold Client Advisor to serve emerging affluent and high-net-worth clients with holistic wealth management solutions.

You will understand goals and offer sophisticated strategies across investment management, retirement, legacy planning and risk management. The role emphasizes building enduring client relationships, collaborating with internal specialists, and delivering tailored advice for long-term financial well-being and