Wealth Advisor for Emerging & High-Net-Worth Clients

CITIBANK SINGAPORE LIMITED; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading global bank is seeking a Citigold Client Advisor in Singapore. This role involves providing personalized wealth management solutions to affluent clients. The advisor will design tailored financial strategies and cultivate long-term relationships. Candidates should have 2-4 years of related experience, strong local knowledge, and certifications for advising on financial products. The position emphasizes client engagement, portfolio growth, and collaboration with specialists.

Qualifications

• 2 to 4+ years of experience in wealth management or a related field.
• Strong understanding of investment products and financial planning tools.
• Excellent analytical and communication skills.

Responsibilities

• Design and implement tailored financial strategies.
• Cultivate deep relationships with high-net-worth clients.
• Drive portfolio expansion through proactive engagement.
• Partner with internal specialists for integrated solutions.
• Ensure compliance with regulatory and internal policies.

Skills

Wealth management experience

Client relationship management

Investment knowledge

Interpersonal skills

Education

Bachelor's degree

Job description

A leading global bank is seeking a Citigold Client Advisor in Singapore. This role involves providing personalized wealth management solutions to affluent clients. The advisor will design tailored financial strategies and cultivate long-term relationships. Candidates should have 2-4 years of related experience, strong local knowledge, and certifications for advising on financial products. The position emphasizes client engagement, portfolio growth, and collaboration with specialists.